Education for HR Professionals

  • Retirement Planning
  • Financial Management
  • Careers in Transition


The Basics

  • Retirement Readiness: The Employer Mandate and How HR Can Take the Strategic Lead
  • Engagement Across the Ages: Engaging the Four Generational Groups in Today‚Äôs Workplace (Co-presented with an organizational psychologist)
  • Retirement Planning Through the Ages: Millennials, Generations X and Y, Early and Late Boomers
  • Retirement Planning and HR: Must Know Information for HR professionals
  • Behavioral Economics and HR: How People Make Decisions About Money and Practical HR Applications
  • Developing and Implementing a Retirement Education Program that Works: Best Practices
  • Wellness : An Integrative Approach (Addresses physical and financial wellness; co-presented with certified advisors in nutrition, physical fitness or geriatrics, depending on audience needs and interests.)

Sessions can be delivered as 50-60 minute presentations at monthly meetings or in longer (or shorter) time frames for conferences. Some topics can be addressed in either lecture or panel discussion formats. All presentations include promotional and seminar materials, which include (but are not limited to) agenda, bio, copies of slides where applicable and additional information on topics touched on in the session for further reference.

For more information on any of our presentations, or to discuss how your company or organization can partner with Fusco Financial to bring customized financial education to your members or workforce, please contact Kevin Fusco at 410.296.5400 x109 or kevin.fusco@fuscofinancial.com.

Workplace Education

505 Baltimore Avenue // Towson, MD 21204 // Phone: (410) 296-5400 // Toll-Free: (800) 810-6650 // Fax: (410) 296-7800 // Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fusco Financial Associates, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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