Financial planning and modern portfolio theory education, incorporating behavioral economics research, is provided on-site using an entertaining and motivating Visual Story (see Visual Story page).  In addition, this cost-effective program empowers workers to customize a retirement plan (see Personalized Plan page) on-site prior to investment selection.  This service, unbiased and independent of any financial service provider, allows individuals to select their fund manager.

Includes:
Pre-seminar internet survey of attendees' financial comfort level

Retirement Planning 101 "visual story" and distribution of plan worksheet

Follow-up meeting presenting personalized retirement plan

Post seminar internet survey for product performance metrics