Advisor Connection Financial Education Workshop

Help employees conveniently address financial stress

In a busy work world, what could be better than a turnkey program for you and an ultra-convenient learning opportunity for employees?

Advisor Connection brings financial education to the worksite with seminars on relevant topics that help employees address financial concerns. With research indicating that finances are a distraction at work for more than 34 percent of Millennials and Gen Xers¹, why not offer a solution?

What is Advisor Connection?

Advisor Connection 1.5 hour worksite seminars are conducted by Securian-affiliated, experienced financial advisors. They educate employees on topics that include personal finance and retirement strategies for all age groups.

Why offer Advisor Connection to your employees?

Advisor Connection is a convenient, turnkey program that provides engaging content when and where employees want it. And because it’s turnkey, employers have the ability to offer a valuable benefit without the complexities of program management — at no additional cost to employers or employees.

An in-person learning experience facilitated by experts helps employees embrace challenging financial topics and inspires actions that may lead to change.

Learn more about Advisor Connection

Contact a Securian Sales RVP in your area to learn how Advisor Connection can benefit you.

Contact our sales team

How it works

Simply contact your Securian representative to learn more about Advisor Connection and share your interest in bringing the program to your worksite. We’ll put you in touch with the Advisor Connection team to help determine:

The financial wellness tools currently provided to employees
Topics relevant to your employees
When and where to host worksite seminars (25-50 is the recommended number of attendees per 1.5 hour session)
The schedule including number of sessions needed at your worksite(s)
The benefits content to incorporate into the custom overview sections of our seminars
The target audience and invitation lists for the seminars

Advisor Connection provides turnkey services

Seminar registration process management
Ready-to-use communications that promote seminars to employees
Employee participation and satisfaction data after the seminars
Ongoing support before, during and after your worksite seminars

Benefits for employees with Advisor Connection

Personal finance and retirement topics to best address their needs
Learning in a convenient, familiar setting
Sound finance principles from expert financial advisors
A workbook that highlights key concepts and actionable next steps
The opportunity to schedule a one-on-one conversation with a financial advisor to address their unique situation

Choosing to work with a financial advisor

Financial advisors² help develop financial strategies for a number of scenarios based on the unique needs of their clients. Advisor Connection gives employees a good place to start with the session workbook. It’s an ideal way to help them think about their financial needs and identify what information they may need to bring when they talk with a financial advisor.

Each financial advisor has a unique style and approach and generally focus on their client's unique needs. For example, advisors may provide clients with guidance on specific areas or take a big-picture view of a client’s finances, depending on an individual’s needs and goals.

There are a variety of ways financial advisors typically work with clients including:

Financial planning for a systematic, comprehensive approach
Retirement income strategies to help clients save enough to live the kind of retirement they desire
Financial protection to help clients establish and provide a safety net
Investing strategies that focus on building a portfolio in line with a client’s risk tolerance
Estate planning to help clients consider how they want to transfer their wealth

1. PWC, Employee Financial Wellness Survey, 2017.

2. Brokerage firms and associated financial advisors are regulated by the Financial Industry Regulatory Authority (FINRA) and are required to learn as much about a customer’s investment profile as possible before recommending a securities transaction or investment strategy (FINRA Rule 2111).

Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.