Retirement Planning

Paycheck Management

Debt Management

Employee Benefits

Markets / Investments

Mutual Fund Investing

Research/Select Stocks

Saving for College

Organizing Finances

The Basics

Estate Planning

Tax Planning

T/A Strategies

Insurance/Annuities

Financial Professionals

Teen Guide

 

Financial Essentials

Teaching Personal Financial Planning Skills

Fast Facts

 

Cheryl L. Bernstein, CFP

              Founder

 

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Home           About Us             Live Workshops           Webinars           Contact Us

Workshops

      What is a Financial Essentials Education Workshop?

Finally!! Financial Education Without Product Solicitation

Finally!! Financial Education Without Product Solicitation

 

Employees Trained in Personal Financial Skills Benefit Your Company

♦  Increased Productivity  ♦  Increased Participation in Company Benefits

♦  Reduced Sick Days  ♦  Reduced Risk of Personal Catastrophic Financial Losses

♦  More Focused Employees  ♦  More Loyal Employees

♦  Reduced Burden on HR Staff

 

 

Financial Essentials: Unbiased Education Is Our Only Business

♦  No Product Sales  ♦  No Conflicts of Interest

♦  Time and Cost Savings In-House Programs  ♦  Small Group Format  ♦  Fun and Interactive

♦  Practical, Information-Packed, Easy-to-Understand Workshops

♦  All Workshops Taught by Experienced Licensed, Certified Financial Professionals

 

 

Financial Essentials Belongs In Your Budget

♦  Adds to your Company's Bottom Line  ♦  Adds to Your Employees' Bottom Line

♦  Low Cost/High Return

 

If you have overlooked Financial Essentials in your budget,

You have underestimated the drain personal financial illiteracy puts on your company