MainStreet Financial Wellness Education Workshops are learning events designed to increase your employees’ financial literacy around a wide variety of financial planning topics. You’ll help your employees reduce stress related to financial matters and have a happier workforce as a result.
$2,500 per event Schedule Your Workshop
Our Workshops are 1 – 2 hour group events (online or in-person) designed to address important issues your employees are facing.
Workshop topics include:
Top Six Financial Planning Mistakes
Financial Planning 101
Retirement – Ready or Not Here we Come
Strategies for Getting Out of Debt
Three Buckets for Savings & Investments
Getting Enough Insurance
Saving for and Paying for College
Open Enrollment Mistakes
This is just a sample of the events MainStreet has provided in the past. Our team of Certified Financial Planners™ (CFP®s) will work with your organization to customize the event to fit the needs of your employees covering any number of topics.
Let’s face it, budgets are not sexy, that’s why we’ve got a Spending Plan for you.
It’s no fun to have debts. Lay out a battle plan to tackle it.
Getting a divorce
Everyone says I should be investing. But what is the right strategy for me?
Long Term Care
Liability: Home & Auto
When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds
Should I buy or should I rent? How much house can I afford?
MainStreet will work with you on scheduling the event date and helping your organization promote the event to your employees. The event can be online, in-person, or both! When the event is completed, a recording the presentation and materials will be made available to your organization.