Financial Education in the workplace

For more than 30 years, we have partnered with employers to provide customized financial education for their employees. With financial issues cited as a major stressor in the workplace, employers are recognizing the need to provide the tools to help their employees prepare for retirement and achieve other financial goals.

Informative and Engaging Presentations

Our education addresses a broad range of topics. Our presenters are knowledgeable in their subjects and accomplished at engaging diverse audiences. We will work closely with your company to ensure that every session meets your requirements.

Potential Benefits To Your Company

  • Increase retirement readiness and decrease the number of employees delaying retirement
  • Reduce financial stress and possible attendant healthcare costs
  • Enhance engagement and productivity
  • Increase appreciation of and participation in other corporate benefits
  • Enhance compliance with ERISA 404(c) to reduce organizational liability
  • Nurture a healthier, happier, more productive workplace and a more profitable organization


A lecture/roundtable discussion format that covers six to 14 hours of instruction. Each workshop includes a binder customized with a sponsor logo.

  • Retirement Planning
  • Financial Management
  • Careers in Transition


Sixty-minute presentations that can be presented as lunch and learns. All include supplementary handouts and promotional materials for HR use. Presentations are customized to meet the needs, interests and level of sophistication of the group.

  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning

Education For HR Professionals

Fifty- to 60-minute presentations at monthly meetings or in longer (or shorter) time frames for conferences. Either lecture or panel discussion formats. All presentations include promotional and seminar materials.

Please contact Kevin Fusco at 410.296.5400, ext. 109, or