Full Service Financial Education

Solutions

Overview

In Person

Online

Over the Phone

Online Financial Education

Financial Webcasts

View available webcast topics
View webcast results
View sample participant worksheets

View sample participant worksheet

Savvy Spender

Webcast Results

89% of participants say they are better prepared to make a financial decision.
95% consider financial education to be an important part of their total benefits package.
94% would recommend workshops to a friend or co-worker.

Available Webcast Topics:

Personal Financial Basics
Achieving Your Dream Retirement
Retirement Readiness for Pre-Retirees
Retirement Security for Retirees
Investment Basics
Choosing the Right Investments
Financial Planning
Tax Basics
Estate Planning
College Planning
Buying a Home

Financial Finesse's workshops can be broadcast to employees anywhere over the internet through world-class webcasting technology that creates a highly engaging and interactive experience.

Webcasts cover the same curriculum as live workshops, with features available such as chat, online polling, and interactive computer models to create a web 2.0 experience that allows for collaboration and instant feedback.

Ideal for:

Organizations with a large number of locations or a large population of remote employees or members.
Organizations with a high percentage of Gen Y employees or members.
Organizations that use e-mail and/or their company intranets or web sites as their main form of employee or member communication.