brings financial education on-site
Advisor Connection offers convenient, worksite education allowing employees to learn about finance principles relevant to them, including personal finance and retirement strategies.
An in-person experience allows employees to learn directly from program-certified, registered financial professionals.
Customized set up
We help determine topics, number of sessions and schedule, audience and invitation lists. Presentations can be customized to your specific benefits.
We handle the session registration process for you.
Choose which ready-to-use communications you want to promote sessions and drive awareness.
You receive employee participation and satisfaction data to monitor success.
Each participating employee gets a workbook with key concepts – and an invitation to schedule a one-on-one conversation with a financial professional.
No additional cost
And there's no cost or obligation to you or your employees to participate.