These education offerings are typically 25-30 minutes in length and are customizable to include current or proposed benefit offerings.

• Smart Decisions for your Money in your 20’s, 30’s, and 40’s

• Credit and Spending! What Should I Be Doing?

• Investing—How do I get started?

• Creating the Balance: Love and Money for Couples

• Insurance—The Whys and How’s

• Education Financing for Your Young Children

• Women and Investing: Planning Your Financial Journey • Financial Management

• 401k’s: How do they work and why should I participate? • Healthcare pre-age 65

• Home buying ins and out’s

• Socially Responsible Investing

• Roth vs. Traditional

• Healthcare Savings Accounts Explained

Smart Money Moves-Savings & Investing

This video teaches you the basics of saving and investing. Learn about different types of savings accounts, why it’s important to start investing early, the risks associated with investing, and the benefits of having a diversified portfolio. Get the guidance you need to make smart money moves and build your financial future.

Smart Money Moves-Credit & Spending

This video provides an overview of credit and spending. Learn how to open a credit card, the differences between debit and credit cards, how to use them responsibly, and strategies for avoiding debt. Get the information you need to make smart money moves and manage your credit and debit cards wisely.

Smart Money Moves-Developing a Personalized Spending Plan

This video will teach you how to develop a personalized spending plan that meets your financial needs. Topics include understanding your income, tracking expenses, creating a budget, and setting financial goals. Get the guidance you need to make smart money moves and achieve your financial goals.

Investing Today: What you need to know!

Investing today is a complicated but essential part of securing a strong financial future. This presentation will introduce the basics of investing, from the different asset classes to the different investment strategies available and the importance of diversification.

Participants will also learn about the pros and cons of each option and the potential risks and rewards that come with each choice.

Socially Responsible Investing

Socially Responsible Investing is a presentation that covers the fundamentals of ESG (Environmental, Social and Governance) investing. It begins by discussing what ESG investing is and why it’s a worthwhile approach to investing. It also covers topics such as the basics of ESG investing, debunking investment myths, and key takeaways for investors.


Smart Financial Decisions in your 20’s, 30s and 40s

Smart Financial Decisions in Your 20’s, 30’s, and 40’s is an informative presentation that provides viewers with the knowledge and tools needed to make wise financial decisions at each stage of life.

It covers topics such as developing a personalized spending plan, using credit and debit responsibly, saving and investing, and protecting yourself with life insurance. With this presentation, viewers can learn how to make smart financial decisions to help them reach their long-term goals.

Investing Today

Investing Today is a presentation that covers the basics of investing, mutual funds, and guiding principles and strategies. The presentation begins by discussing Investment Basics, which covers the different types of investments available and their advantages and disadvantages, as well as the importance of diversifying investments and researching the market before investing.

Investing Today is an invaluable resource for anyone looking to start investing and make smart decisions.