How can I be sure that the seminar meets the needs of all my employees, regardless of their income or age?
To address the needs of your employees, Prism Financial Resources offers @workâ˘. The @work financial education seminar is specifically tailored to meet the needs of all your employees regardless of their income or education levels. Topics such as inflation, compound interest, cash reserves, equity investments, college funding and estate planning are included. The course is normally presented in four 2 1/2 hour sessions. Another benefit of providing the @work seminar to your employees is that the course material can approach personal financial planning with an emphasis on pre-retirement and retirement issues. Topics include risk management, asset allocation, long-term care, estate planning, and taxes. An optional financial analysis and consultation will be available at no cost to any employee/seminar attendee requesting one. This final step will give your employees the tools necessary to implement positive change regarding their personal future. We are very proud of how we handle this f
