Education

Financially stressed employees are five times more likely to be distracted at work and 46% spend three or more hours a week dealing with financial issues *(According to PWC study).

 

Financial education is a benefit that pays dividends to employer and employee alike. We have an inventory of educational webinars, and by working with your management team, we can customize these sessions to the needs and preferences of your employees. Employees who believe that they are valued are more valuable. They have higher morale, and are more loyal to their employer, which translates directly into higher productivity, greater retention, and lower human resources costs.

 

Our seminars address all aspects of financial wellness and planning, here are some examples:

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• Group Benefits: 

  • Your Employee Group Benefits Plan

  • Healthcare Options

  • What is Disability Insurance?

  • Critical Illness Insurance

  • Optional Benefits (Life, AD&D, CI)

  • Your Employee Assistance Program

  • Transitioning from a Group Benefits & Savings Plan

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• Group Retirement: 

  • Your Employee Group Savings Plan 

  • Choosing between RRSP / TFSA / RESP

  • Managing RRSP's / Pensions

  • Retirement Planning

  • Retiring Employees

  • Transitioning from a Group Benefits & Savings Plan

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• Personal Finance

  • Building A Financial Plan for the Future

  • Managing Your Money

  • Investment Planning

  • Tax Planning

  • New Homes, New Needs

  • Raising Financially Literate Children

  • Dollars & Cents of Marriage

  • Closing the Gap: Financial Strategies for Women's Success

  • Consolidating Debt

  • Risk Management

  • Wills and Protecting Your Estate

  • Meeting Survivor Needs

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​We host in-person or virtual sessions to meet each company’s unique need.

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