Lunch & Learns
As part of our commitment to education, we have developed a series of Lunch and Learn seminars to help you in supporting your employees.
We offer seminars on a variety of topics to provide your employees with practical information on finances, insurance, and health.
Despite all the information (and misinformation) that is available online, many employees greatly appreciate the opportunity to attend a live session and have their most burning questions answered in person.
Our list of topics includes:
- Investing 101: Overview of Investing Terminology and Portfolio Development
- Financial Wellness 101: Basic Building Blocks of Financial Security
- Health: How to Prevent and Treat Injuries
- Wellness: Practical Ways to Eat Better, Sleep Better, and Feel Better
- Home Purchase: Mortgage Rules and Financing Options
- Financial Safety: Protection for You and Your Loved Ones
We are also happy to provide an overview and a Q & A session on your Employee Benefits Plan(s) as a refresher, or for groups of new employees.