Financial Education Solutions for your Employees

Seventy-five percent of Americans agree they would benefit from having basic financial education and information.

Source: The 2015 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Karp Financial Strategies can assist your employees by providing workshops covering a variety of financial topics.  Improving your employees’ financial fitness can have a big payoff in reducing stress, improving health and improving job performance.

Enhance your benefits package with Financial Strategies from Karp Financial Strategies and  provide your employees with the objective financial and retirement information they need and want.

 

WORKSHOPS FOR EMPLOYEES

  • Financial Planning 101
  • Planning for Retirement
  • Financial Management
  • Retirement Investment Strategies
  • Estate Conservation Strategies
  • Asset Allocation Strategies
  • Social Security Benefit Strategies
  • Investment Fundamentals
  • Life Insurance
  • College Funding Strategies
  • Income for Life Strategies
  • Employment Transitions
  • Disability Income Insurance

CONSULTATIONS FOR BUSINESS OWNERS

  • Financial Strategies
  • Recruiting, Retaining, Rewarding Key  Contributors
  • Buy—Sell Agreement Funding
  • Exit Planning
  • Business Continuation Strategies
  • Executive Benefits Carve Out
  • Incentive Compensation Plans

How Do The  Workshops Work?

The Employee Financial Workshops are designed to work within your business needs. A variety of financial workshops are conveniently located at your workplace to make it easy for employees to attend.

What Topics Are Covered?

The practical and straightforward information provided in each workshop provide a range of information that address the diverse needs of your employees. Our one-hour topical workshops are designed to build a foundation of financial knowledge to help employees of all ages in their financial decision making process.

How is the workshop organized?

The Employee Workshops are designed to be turnkey.  You simply pick out a date and we work with you on a presentation topic. On the day of the workshop, we bring informative materials for your employees to keep.

What happens after the seminar?

If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.

What are the costs?

The informative workshops are complimentary to you or your employees.  Our seminars are intended to inform on subjects chosen.

For more information, call Stephen Karp at 954-684-3284 or email steve@karpfinancialstrategies.com.

 

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.