Many employees still lack knowledge regarding retirement planning. We are here to help. Focus on Finance Literacy was founded with the mission to eradicate financial illiteracy through educational programs focused on our customers' future financial health. Through education and a funnel of new information, we have helped numerous organizations and their employees to pave the way towards financial health and security.
As an owner of a mid-size business, or human resource director of a large corporation, or executive director of a non-profit, your business and its employees have unique needs. Not only are you planning for the future of your business, but you are planning for the future of your employees. Your employees are the reason for your success. Planning for their financial future with effective Corporate Retirement Planners doesn’t have to be difficult, and you don't have to settle for status quo.
Meeting with a founder or business owner, we can help you think outside the box before the time comes to transition your company before retirement.
We are here to provide literacy programs for your retirement planning and strategies to build, or rebuild, your financial needs. We’ve designed a series of workshops and we can customize workshops to help employers and employees feel more confident about the retirement planning process and plans they elect. Small group settings, of up to 25 employees, over coffee or lunch works well for this format.
Coming Soon: Company-sponsored seminars to discuss Social Security and Medicare/Medicaid to the employees of our clients.
Understanding 401K Plans - IRA’s - Pensions
Budgeting is a Necessity
Credit & Debt
Financial Blunders & Protections
Financial Literacy 1 -2 -3
Without your employees, your business doesn't exist.
With competition never greater, it's time to gain a better understanding of corporate retirement plans that meet the needs of your employees.
If you don't see a topic relevant to your immediate needs, let us customize a workshop for you.
Provide your work email, and we will reach out within 48 hours to learn more about your business and employees.
510 Washington Avenue, Carnegie, Pennsylvania 15106, United States
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, FL, KY, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VW, WV