Financial Seminars and Webinars

Employee Financial Wellness Program

We recognize that employees carry the stress of financial concerns to the workplace. This stress impacts their focus, relationships, and productivity at the office. When Employers and Businesses focus on Financial Wellness Programs to address this issue, they directly improve employee morale, retention, and productivity.

Our Financial Wellness program is led by experienced CERTIFIED FINANCIAL PLANNER™ professionals and includes targeted group and one-on-one sessions. The Financial Wellness sessions are conducted in customized group settings, organized by employees' Financial Life Stages, allowing employees to interact with others who are managing similar financial needs and concerns. The sessions are held as webinars or in person and times that fit your organization's scheduling needs. The virtual or in-person sessions can be offiered at multiple sites.

Contact us to learn more, [email protected]

Master Plan Financial Education Seminars

  • Budgeting and Credit Management
  • Money Management 101: Saving and Investing
  • Managing and Reducing Debt, including student loans
  • Investment Fundamentals
  • Navigating Life Insurance and Long-Term Care
  • Education Planning
  • Retirement Planning (Stage: 1-3)
  • Social Security Planning
  • Post-Retirement Income Planning
  • Annuities
  • Investment Tax Planning
  • Estate Organization and Planning