Workshops

Many of your employees may lack financial well-being. This can come in many forms, including employees who have trouble meeting monthly expenses, others who are unable to set aside enough money for an unforeseen emergency, or those who simply have difficulty making informed decisions about their finances.

A number of companies today are including financial education as a no-cost benefit for their employees. According to a recent study by MassMutual, companies that do offer financial education do so for a number of reasons beyond enhanced employee financial well-being. Companies surveyed cite financial education as a way to also to help the company improve employee morale, reduce turnover and attract new talent.1 

Providing comprehensive financial education is a great way to help your employees get the knowledge and insight they need to make better financial decisions. This can result in a more engaged and productive workforce that is able to make the most of the benefits you offer.

Below is an abridged list of corporate, educational, and municipal organizations where Rodney Boelter, ChFC®, RICP®, CPFA® has conducted ongoing educational financial workshops for their employees.

Contact Rodney today to discuss options tailored to your organization.

Speaking Experience

  • Abrazo Health
  • American Casino & Entertainment Properties LLC
  • AMEX Global Travel
  • Arizona State University (ASU)
  • Avnet, Inc.
  • Botanicare
  • Caris Life Science
  • Central Arizona College
  • Chandler Unified School District
  • Combs School District
  • Early Warning Services, LLC
  • Epcor Utilities, Inc.
  • Hyatt Phoenix
  • ISCEBS
  • McCarthy Building Companies, Inc. 
  • Merideth Corp.
  • Mesa Public Schools
  • NSTec
  • Phoenix Children's Academy
  • Town of Queen Creek

Financial Training Topics* 


- General Finances

  • Setting Financial Goals
  • Budget Building
  • Taking Control of Debt
  • Common Money Mistakes

- Investing

  • Personal Risk Profile
  • Investment Basics
  • Asset Allocation

- Retirement

  • Planning for Retirement
  • Retirement Readiness
  • Retirement Income
  • Retirement Risks
  • Envision your Successful Retirement

- Product Overviews

  • Understanding Life Insurance
  • Protecting Your Income
  • Health Savings Accounts (HSAs)
  • Guaranteed Income in Retirement

- Select Topics

  • Understanding Social Security
  • College Planning
  • Managing Student Loan Debt
  • Women and Finances
  • Becoming Financially Independent
  • Estate Planning Basics

These financial education workshops are general in nature, are provided for informational purposed only, and should not be considered legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation.

 

1 MassMutual 2017 Small Business Employee Financial Wellness Study