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Financial Wellness

Education Comes First. That’s What We Believe In.

You don’t have to be a Sun Devil to be taught by an ASU professor. We’re making it easier than ever to educate everyone on the importance of financial independence, money management and retirement planning.

We provide customized financial education to companies and organizations of all sizes.

Our signature educational wellness program: The Four Pillars of a Successful Retirement workshop is a 4-hour presentation. The workshop addresses the important concerns that today's pre-retirees share about retirement. Students will learn the importance and relevance of having a financial game plan that incorporates Social Security, various distribution strategies from their personal investments, tax planning techniques and proper estate planning. View the agenda of the workshop.

The Four Pillars of a Successful Retirement workshop can be taught all in one day, or taught over the course of a week or even a month.

If your organization is currently not in need of an entire educational experience, that is fine, we can create a customized 1-hour workshop on a number of important topics:

  • Surviving Market Swings
  • Investment Fundamentals
  • Financial Management
  • College Funding
  • The importance of Asset Allocation
  • Roth IRA vs. Traditional IRA
  • Understanding retirement planning
  • Managing a budget
  • Personal Finance 101
  • Social Security
  • Tax Planning Strategies
  • Estate Planning

Call US TODAY to see how we can provide financial education for your company or organization.

Get In Touch Today