Seminars

Increase the knowledge of financial concepts such as benefits and downsizing for a large number of
individuals at a minimum expense to the organization

Seminars are an excellent way to increase the general knowledge of financial concepts for a large number of individuals at
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 employees’ overall financial well-being.

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

Pre-Retirement
Seminars

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