Corporate & Private Sector

Financial Education Seminar

Course Overview

This seminar is designed for employees in the corporate and private sectors and can be fully tailored to meet the specific needs of the organization and its workforce. Content is adjusted based on factors such as employee demographics, benefit structures, and company objectives. The seminar focuses on improving overall financial literacy and helping employees understand how key benefits and financial decisions work together. Depending on the organization’s needs, areas of focus may include:

What You Will Learn 

During this course, attendees will gain practical knowledge in key areas, including but not limited to: 

Employer-sponsored retirement plans: contribution strategies, employer match, and distribution considerations.

Healthcare benefits: understanding plan options, cost management, and retirement healthcare planning

Social Security: eligibility, timing considerations, and how benefits integrate with retirement income

Financial wellness topics: budgeting, debt management, and long-term planning fundamentals

Each seminar can be customized in collaboration with the organization to meet its specific needs. Customization options may include:

  • Industry-specific benefit plans

  • Employee career stage focus (early-career, mid-career, pre-retirement)

  • Time constraints and scheduling preferences

  • Emphasis on specific benefits or financial topics

Purpose

The purpose of this seminar is to provide employees with the tools and understanding to navigate their state retirement system confidently. This program is educational only—no products or services are sold, and no personalized financial advice is given. 

Who Should Attend

Employees who want to better understand their retirement benefits and how informed decisions today can impact their future.

HR and agency personnel interested in offering financial literacy education to their teams. 

Instructor Experience

Our instructors bring years of experience educating public-sector employees about retirement systems, benefit coordination, and financial literacy. Each presenter maintains professional designations and is committed to delivering clear, compliant, and engaging education. 

Schedule & Format 

This course is offered both in-person and virtually. Seminars are offered in a 1-day or 2-day format with scheduled breaks and a Q&A session to ensure all participants’ questions are addressed.