Live Workshops
"You can make an audience see nearly anything, if you yourself believe in it."
Mary Renault
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Highlights of Results
- 92% of participants make at least 1 major change to their finances within 30 days of attending the workshop; the average number of steps taken are three.
- Top changes include reducing monthly expenses, reducing credit card debt, using calculators and worksheets sent by financial finesse, and reviewing/updating asset allocations in retirement plans.
- 98% of workshop participants are better prepared to make a financial decision; 99% consider financial education to be an important part of their total benefits package.
- 100% would recommend workshops to a friend or co-worker.
Available topics include:
- Personal Financial Basics (getting out of debt, budgeting, saving and investing)
- Retirement Reality Check
- Retirement Readiness for Pre-Retirees
- Retirement Security for Retirees
- Investment Basics
- Choosing the Right Investments
- Tax Basics
- Buying A Home
- Estate Planning
- College Education Planning
- Financial Planning
- Customized Benefits Workshops
- Ask A Planner Workshops (Workshops designed around participants' financial questions)
Financial Finesse's award-winning workshops provide participants with hands on, interactive forums where they can learn to apply critical financial concepts to their own lives. Our workshops have helped participants to increase deferral rates, improve asset allocation, pay down debt and live within a budget, fund college expenses, buy a home and retire comfortably.
- All workshops are conducted with on-staff Certified Financial Planner™ professionals with more than 10 years of experience in financial planning.
- Participants walk away with a personalized financial plan that they can use to achieve their own personal financial goals.
- Workshops are branded to your organization with a seal of approval from Financial Finesse indicating the content is unbiased.
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