Workplace Financial Planning Seminars

Workplace Financial Education Seminars
 
Workplace financial education promotes financial wellness and can, increase worker productivity by allowing employees more control over their financial future. Hefren-Tillotson Corporate Services offers several services to help businesses provide their employees with education and support to attain their financial goals.
 
Our educational seminars include:
  • Customized Employee Seminars. We tailor workshops to your employees' specific needs, on topics such as: cash flow and debt management, basics of investing, asset allocation modeling, basic estate planning, and saving for college.
     
  • Comprehensive "MASTERPLAN" Workshop Series. We provide employees with practical financial planning, a workshop manual to reference, and access to a Hefren-Tillotson financial advisor for future questions.
Our services yield results. In a recent review, we found that 45% of the eligible employees began participation in their company's 401(k) plan after attending our seminars. In addition, 43% of the employees who were contributing, but not leveraging their full employer match, chose to increase their contributions.
 
To learn more about our Retirement Plan Management services,contact us for a no-obligation consultation today.
 
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