Employees have financial needs and goals at every stage of their career, whether they’re just starting out or if they’re an industry veteran. Our financial planning workshops help employees identify their financial goals, then find realistic ways to work towards them. By organizing their financial life, we enable participants to achieve their life objectives like traveling the world, paying off loans, buying a home, raising a family, and being able to choose when to retire.

Key Workshop Information:

• Made to support participants in taking control of their financial lives and improve their general financial literacy
• Workshops can be customized based on client needs, with most typically taking a total of one day.
• Our modular approach allows us to cover topics like tax planning or investment planning in half-day sessions, causing less disruption of staff schedules.
• Topics include:
  • Cash management and budgeting
  • Debt management
  • Savings strategies
  • RRSPs, RESPs, TFSAs
  • Tax planning
  • Investment planning
  • Insurance planning
  • Estate planning (including wills & POAs)
  • Providing employees ways to deal with financial stress is a real benefit to employees. It helps reduce finance-related pressure that can contribute to health issues, drops in productivity, and absenteeism. Providing them with financial strategies helps them feel more content and concentrate on their work rather than their finances. Many companies that win “Top Employer” awards offer employees financial planning workshops.

Call or email us today to find out how we can provide a financial planning workshop for your organization!