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(both full-day and half-day)

Seminars are an excellent way to increase the general knowledge of financial concepts for a large number of individuals at a minimum expense to the organization. E.E.S. Seminars are tailored to meet the specific demographics and interests of those eligible to attend.

A full description of company benefits and pension plans can be integrated into the presentation to improve comprehension of the integration of these plans with the employee’s overall financial well-being.

Seminars may be either a full day or a half day in length. Brief sessions (one, to one-and-a-half hours) on specific topics are also offered on an ongoing basis.


Lunch and Learn
It is often difficult for employers to have their employees away from their work place for more than a short period of time. Our Lunch and Learn programs .....

Termination and Downsizing
Companies faced with downsizing often require assistance in communicating the severance package or incentive to their employees. It is imperative that the firm selected be 100% .....

Special Company Benefits
When companies introduce new benefit packages or make changes to their existing plans, they have a responsibility to communicate these employee-benefit changes to their .....

Pre-retirement Planning
The program’s objective is to provide concerned participants with the necessary tools to properly plan for financial and lifestyle changes resulting from their .....

Personal Financial Planning
Rather than being linked to a specific event, many employers use the seminar approach to provide a financial planning service to employees. Normally, the .....


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