Providing financial education and individual consultation to employees and other interested groups, through informative and relevant workshops that drive participants to plan for their future.
The Financial Education Resource provides professionally designed workshops for business owners, employees, and community groups. We have workshops designed for employees and community groups, and seminars specifically designed for business owners. All presentations are facilitated by experienced, well trained, financial advisers.
During times of economic uncertainty, people recognize the need to make sound financial decisions to improve their fiscal well-being and prepare for the future. To meet this need, broad financial education has become a desirable benefit that employers can provide for their workforce. We help educate participants on a variety of financial topics.
Potential Employer Benefit:
Potential Employee Benefit:
Providing financial education and individual consultation to employeesand other interested groups, through informative and relevantworkshops that drive participants to plan for their future.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.