Education
Our Financial Education classes can help you and your employees take control of your financial decisions.

  • Budgeting and Money Management (8 hours, typically two 4-hour sessions)
  • Retirement Choices
    (6 hours, often two 3-hour sessions)
  • Employee Stock Options (45 minutes, generally lead during a lunch meeting)

These classes are available to employers for groups of 10 to 25 at $250 per hour, unless we are the 401k administrator.

Contact us for more information or to schedule an initial consultation.


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