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Financial Education
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We offer financial education workshops to employers and organizations to assist their employees and members make good financial decisions and improve their financial well-being as part of their benefit program. Providing financial education can improve morale and productivity as well as potentially increase employee benefit plan participation. Our financial education programs help employers meet some of the requirements of ERISA Section 404(C). These low cost, high-impact programs are tailored to meet the needs of the organizations. Conducted on or off site, formats can be one hour "lunch and learn" programs or more in-depth 2 1/2 hour sessions. Single and multiple session formats are available. |
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Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC. [ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ] |