Financial Planning for all stages
Financial Planning strategies for Life Different Stages
Top Takeaways
Class Overview
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Financial Planning for the Different Stages of Life was our most attended workshop last year, and for good reason—it provides employees with practical, actionable guidance tailored to where they are in their financial journey. In this interactive 60-minute session, we break down essential financial planning topics into three key life stages: Early Career (Building Your Foundation) – Understanding your corporate benefits, budgeting...
| Available Class Formats | People Count |
|---|---|
Interactive WorkshopBest for employees who want to talk, connect, and engage in hands-on training. | Best for teams up to 60 people |
Lecture Followed by Q&ABest for employees who like to listen, absorb and ask questions at the end. Can also be a keynote or speech. | Best for teams up to 120 people |
Class DurationsFlexible class lengths to meet your team’s needs. 60Mins 75Mins 90Mins 2Hours |
What People Are Saying About This Class
The presenter was great and answered questions in lay language. She covered many topics related to finances and gave good tips, especially for those with minor children. She smiled throughout the presentation, which made me feel welcome, and her bright colors held my interest.
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Caroline T.
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