On-demand education by Advisor Connection brings financial education to employees
On-demand seminars, paired with a convenient downloadable workbook, allow employees to learn and explore various financial wellness topics from personal finance, retirement preparation, understanding Social Security and Medicare and learning more about saving for college education.
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.