Financial Education

We work with employers and organizations to offer financial education workshops as part of their benefit program. Providing financial education can improve morale and productivity as well as potentially increase employee benefit plan participation. Our financial education programs help employers meet some of the requirements of ERISA Section 404(C). These low cost, high-impact programs are tailored to meet the needs of the organizations. Conducted on or off site, formats can be one hour "lunch and learn" programs or more in-depth 2 1/2 hour sessions. Single and Cetera Advisors LLCple session formats are available.