An Employee Financial Education Program Offered by Strategic Path Retirement
Many employees still lack knowledge regarding retirement planning. We are here to help. Focus on Finance Literacy is an educational program offered by Strategic Path Retirement designed to help reduce financial illiteracy through educational programs focused on our customers’ future financial health. Through these educational programs, we provide organizations and their employees with information and resources intended to improve financial awareness and preparedness.
Corporate Retirement Plans
As an owner of a mid-size business, or human resource director of a large corporation, or executive director of a non-profit, your business and its employees have unique needs. Not only are you planning for the future of your business, but you are planning for the future of your employees. Your employees are the reason for your success. Planning for their financial future doesn’t have to be difficult, and you don’t have to settle for status quo.
When working with founders and business owners, we provide planning considerations and guidance to help you prepare for a future business transition in advance of retirement.
Workshops for Employees
We are here to provide literacy programs for your retirement planning and strategies to build, or rebuild, your financial needs. We’ve designed a series of workshops and we can customize workshops to help employers and employees feel more confident about the retirement planning process and plans they elect. Small group settings, of up to 25 employees, over coffee or lunch works well for this format.
Coming Soon: Company-sponsored seminars to discuss Social Security and Medicare/Medicaid to the employees of our clients.
Finance Literacy Workshops
Understanding 401K Plans – IRA’s – Pensions
Budgeting is a Necessity
Credit & Debt
Financial Blunders & Protections
Financial Literacy 1 -2 -3
IRA Mistakes
Your Needs, Your Focus
Without your employees, your business doesn’t exist.
With competition never greater, it’s time to gain a better understanding of corporate retirement plans that are designed to address the needs of your employees.
If you don’t see a topic relevant to your immediate needs, let us customize a workshop for you.
Delivering through Education - Corporate Retirement Plans and Consultation for Your Employees.
Let’s Get Started
We look forward to meeting you, seeing your workplace and learning more about your greatest needs.
Focus on Finance Literacy
242 East Main Street, Carnegie, PA 15106
BOB MALCOLM, AIF®, RICP®, CPFA, PPC
412-913-7203
Hours
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Mon |
09:00 am – 05:00 pm |
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Tue |
09:00 am – 05:00 pm |
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Wed |
09:00 am – 05:00 pm |
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Thu |
09:00 am – 05:00 pm |
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Fri |
09:00 am – 05:00 pm |
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Sat |
Closed |
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Sun |
Closed |