Education

Empowering Financial Independence through Knowledge for Plan Sponsors and Employees

Aiming to transform the financial narrative, my education services cater to both plan sponsors and employees, challenging the question, “why wasn’t this taught in school?”

Generic advice may initiate conversations, but true financial independence is achieved through personalized education. As I often emphasize, it is a two-step process: Generic advice sparks thinking, while personalized advice tailors that thinking to you.

• Employee Education — Empower your workforce with comprehensive education about the 401(k) plan, its benefits, and the art of making informed investment decisions. I conduct targeted educational sessions for plan participants, guiding them through the intricacies of retirement planning, investment strategies, and the significance of thinking ahead.

• Employer Education — Improve your organization’s financial literacy with tailored education on options, maximizing benefits, fiduciary responsibilities, and plan administration. Our services extend beyond individual education to ensure that employers are equipped with the knowledge needed to make informed decisions about their retirement plans.