Member Company Workshops
Workshops that are educational, engaging and easy to understand
We have a variety of workshops to help you provide the information your staff needs about their finances. We’ll provide workshop posters, a copy of the presentation prior to the workshop and all handouts. All workshops are free, and tailored to your company, scheduled at a time that is convenient for your staff.
Taking Control of Your Finances
Saving for College - Parents with young children learn about savings vehicles like the 529 Plan.
Understanding Life Insurance
Car Buyers - Tips from our car buying experts to help you make your next vehicle purchase.
Women in Investing*
Buy vs. Rent
Saving for Retirement*
Retirement Bound* - For members within 5-10 years of their retirement date.
Making the Most of Social Security*
Planning for Healthcare in Retirement*
Contact our Business Development Team by email or (800) 468-5500 ext. 3671 to become a member company or set up your workshop!