Setting Your Business Up for Future Success: The Benefits of Financial Education

Employee receiving financial education from independent financial advisor

The key to future success for any business is financial education. Whether you own a small business or large corporation, having access to educational resources that promote a clearer understanding of retirement planning and asset management strategies will allow you to make better-informed decisions related to your financial planning goals. Further, if your employees receive the same educational opportunities, it is more likely they will contribute to their employer-provided retirement plan and avoid financial stress, which may impact daily operations.

How Can You Provide Financial Information to Your Employees?

There are numerous financial information training sessions and seminars from which to choose. However, to provide the best financial planning impact for you and your employees, you’ll want to ensure the seminar includes three fundamental components:

  • A review of each employee’s current financial picture
  • An introduction to setting financial goals
  • Additional guidance on financial concepts specific to the employee’s financial picture

Having a team of experienced financial planning experts meet with your employees individually will help you get the best value for your time and investment. This will not only help create a comfortable environment, where employees can speak privately and honestly about their financial situation, but it will also allow the financial advisor to provide the right guidance that is tailored to each employee’s individual circumstance. This also establishes trust with your company and provides employees a resource to go to when questions arise, which can improve employee retention.

What is InSite?

InSite is a no cost, no obligation personal financial planning session, where independent financial planning advisors meet with you and your employees to individually answer questions and provide tailored strategies to set each person on track towards reaching his/her goals.

InSite topics include, but are not limited to:

  • Retirement Planning Services
  • Tax Strategies
  • Investment Planning
  • College Funding
  • Estate Planning
  • Asset Management
  • And More!

Each session is designed to be flexible to your company’s needs and can be delivered over a lunch session, a series of evening sessions, or another customized option that best suits your company’s schedule.

How Can You Schedule Your InSite Seminar?

Getting started with InSite is simple. All you need to do is choose a seminar topic and delivery options from the list above. Once you’ve selected the best option for your business and employees, contact Focus Financial to schedule your seminar date(s) with our program director.

For more information about Focus Financial’s seminars and business planning services, visit our website to find a financial advisor near you.