Ask-a-Planner Day: On Site Financial Planning Sessions
Ask-a-Planner Day Results
- 96% of participants are better prepared to make a financial decision.
- 95% consider financial education to be an important part of their total benefits package.
- 98% would recommend this service to a friend or co-worker.
In these on site one-on-one financial planning sessions, participants receive invaluable guidance and planning around their most critical financial issues and goals. Ideal for people who prefer to meet face to face with a Certified Financial Planner™.
- This is a once in a lifetime opportunity for your employees or members to get unbiased financial guidance from a Certified Financial Planner™ who is not trying to sell a financial product or service.
- Sessions include financial modeling tools so that participants can find out how much they need to save to achieve their financial goals and determine how to best invest their savings.
- All participants receive a personal action plan after the session, detailing the steps they need to take to achieve their financial goals.
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