Workshops
Support your employees with virtual financial education workshops that enable them to take care of their financial health. Employees have access to a free personal consultation with a specially trained third-party financial professional to help them address their specific financial goals.
Our Programs
Retirewise®
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Financial Planning: Invest in Yourself
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Single Topic Workshops
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Executive Resources
vvRetirewise is an award-winning, comprehensive financial and retirement workshop series that can play a fundamental role in your employees’ financial and retirement planning. The workshop covers a range of financial topics from budgeting to estate planning.
A three-part workshop series centered on the idea of taking a holistic view of financial needs and solutions beyond products, transactions, or a single goal.
Our workshops are designed to benefit all employees – regardless of identity, age, or career stage. We provide your employees with over 20 different one-hour workshops that cover a diverse range of financial topics. And we work with our customers to help drive diversity, equity, and inclusion efforts with our specialty workshops. Our presenters understand affinity groups and deliver the workshops with their needs in mind.
Find out how to attract and retain top talent to ensure your top employees are able to develop effective financial strategies with personal consultations from specially trained third-party financial professionals.
What employees say about our workshops
Would recommend the workshop2
Plan on taking action2
Workshop content is relevant and practical2
Employees are expressing a need to be financially healthy. Our studies show that almost 50% would like more personalized financial guidance.3
Experience you can count on:
Want to know what to expect in a workshop, watch this quick video.
