Group Meetings are a great way to provide financial education and communicate specific information about your retirement plan. Group Sessions can be face-to-face or virtual.

Employers who provide financial education to employees are taking steps to improve employees’ lives and even the business as a whole.  In fact, financial education could help save up to $2,000 per employee annually through increased productivity, reduced health card costs, and better utilization of employee benefits.

Common Group Session Topics include:

  • Making Work Optional

  • Save More, Now!

  • Max the Match

  • Investing 101

  • Navigating your 401k Plan

  • Excuses, Excuses, Excuses: Changing Behavior

  • You can do it! Step-by Step.