Personal Financial Management Training for Employees

A.J. Brooker Financial Associates is proud to partner with both corporations and non-profits to provide a comprehensive financial education series for their employees and associates. Now more than ever, Americans must rely on their own savings and investments in order to fund the majority of their retirement income. By providing your employees with financial education, you can play an integral role in the financial growth and well being of your most valuable asset: your workforce.

What to Expect

In keeping with our goals to maintain a service that is highly personalized, we offer a variety of workshops that can be tailored to meet the needs of your workforce. And, you can rest assured that the workshops are purely educational in nature and do not provide any investment recommendations or advice.

Your educational series will be conducted by a facilitator well versed in the various areas of personal finance, and who has the ability to guide your employees through topics such as:

  • Divorce
  • Workforce to Retirement
  • Death or disability
  • Inheritance
  • Managing aging parents affairs
  • Sending a child to college

Each of these topics is presented in an interactive setting, designed to promote financial preparedness for any of life’s major financial events. Let us help you improve the financial wellness of your employees.

Q & A

My workforce has various needs. How do your seminars address these?

While retirement is important, we realize that a significant percentage of your employees may need financial education that extends beyond retirement planning.

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