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Financial Education in the Workplace

Legacy Wealth Management can assist your employees by providing educational workshops covering a variety of financial topics. Improving your employees’ financial fitness may have a big payoff in reducing stress, improving health and improving job performance. Enhance your firm’s benefits package with Financial Education Topics from Legacy Wealth Management and provide your employees with the objective financial and retirement education they need and want—at no cost to you or your employees.

Workshops for employees:

  • Planning for Retirement
  • Financial Management
  • Retirement Investment Strategies
  • Estate Conservation Strategies
  • Asset Allocation Planning
  • Social Security Benefit Strategies
  • Investment Fundamentals
  • Life Insurance
  • College Funding Strategies
  • Income for Life
  • Employment Transitions
  • Disability Income Insurance 

Workshops for business owners:

  • Charitable Contributions
  • Financial Strategies
  • Recruiting, Retaining, Rewarding Key Contributors
  • Buy—Sell Agreement Funding
  • Business Continuation Planning
  • Executive Benefits Carve Out
  • Incentive Comp Plans

How do the workshops work?

The Employee Financial Educational Workshops are designed to work within your business needs. A variety of financial education workshops are conveniently located at your workplace to make it easy for employees to attend.

What topics are covered?

The practical and straightforward information provided in each workshop provide a range of information designed with the goal to address the diverse needs of your employees. Our one-hour topical workshops are designed to build a foundation of financial knowledge to help employees of all ages in their financial decision making process.

How is the workshop organized?

The Employee Education Workshops are designed to be a turnkey.  You simply pick out a date and we work with you on a presentation topic. On the day of the workshop, we bring educational materials for your employees to keep.   

What happens after the seminar?

If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.

What are the costs?

The educational workshops are provided at no costs to you or your employees.  Our seminars are intended to inform on subjects chosen, not solicit product or services.

EMPLOYEE EDUCATION CAN HELP IMPROVE YOUR STAFF’S WELL BEING, LOYALTY AND PRODUCTIVITY. 

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