Financial planning and modern portfolio theory education, incorporating behavioral economics research, are provided on-site using an entertaining and educational Visual Story (see Visual Story page). Immediately following our 60 minute Visual Story is our on-site Guidance Workshop.  During this 30 minute session workers are encouraged to ask questions while our professionals create for them a personalized take-away retirement plan (see Personalized Plan page).  The retirement plan is produced using our proprietary software, complements the Visual Story, and is intended to motivate workers to consider rebalancing their retirement portfolio. 

Includes:
Pre-seminar internet survey of attendees' financial comfort level and distribution of plan worksheet

Retirement Planning 101 Visual Story

Follow-up workshop presenting personalized retirement plans for all attendees

Post seminar internet survey for product performance metrics