EMPLOYEE
FINANCIAL
EDUCATION
Because we are concerned with the overall well-being of our clients and their organizations, we are continuously creating ways to add value to our services for you. A large factor in determining the internal success of an organization's retirement plan is the education and knowledge level of its employees.
You are often called upon to explain retirement plans to employees or prospective employees. After all, there are many decisions an employee must make regarding their retirement plan. Should they contribute? How much? Which funds should they choose? What level of risk should they take?
Do you feel adequately informed? You may not have sufficient knowledge to answer these questions, and yet many of your employees may look to you for advice. This can put you and your company at risk for liability.
Learn about the Fragasso Financial Advisor Employee Education Programs
We offer Employee Education Programs that are:
- Tailored to employees' varying levels of knowledge and need
- Customized to offer information regarding your company's specific retirement plan
- Accompanied by comprehensive student workbook materials
- Affordable: courses are offered at no cost to your company, other than a nominal materials fee
These programs benefit you in a number of ways:
- Help to mitigate risk to your organization through enhanced compliance with the ERISA Code 404 (c) and by helping to ensure that better employee benefit plan choices are made
- Foster financially healthy employees who concentrate more fully on company business
- Increase employee satisfaction level and enhance company loyalty
- Ease demand on top management and human resources to answer employees' retirement plan and benefit questions
- Provide continuing education credits for attorneys, CPAs, human resource and insurance professionals
Employees will benefit from our education programs and learn:
- Determinants of personal financial success
- Textbook principles of financial management and financial risk management
- Debt management methods
- College education funding vehicles
- Retirement plan investment principles
- Survivorship and estate planning
What corporations and organizations have participated in our Employee Education Programs?
For more information about the seminars we offer please visit our seminar webiste at www.FragassoSeminars.com or contact Ray Amelio Vice President of Seminars and Marketing at 412-227-3203
We make your financial success personal.