Schedule a Workshop
(For business partners and human resource leaders)
Take advantage of our knowledge and resources by scheduling a group presentation for your employees. We are constantly learning and improving our presentations to help your employees stay well informed and educated. We offer virtual or in-person meetings. Our training centers on one of two areas:
Core Financial Principles
We will teach your employees about tips, tools, and resources for achieving lifelong financial security, including the following topics:
- Analyzing your behavior
- Giving to others
- Saving for emergencies
- Planning your spending
- Eliminating debt
- Insurance protection
- Estate planning
- Investing
Forecasting Your Retirement
We will teach your employees how to plan for this exciting phase of life. We will review important areas critical to planning for their retirement, including:
- Finding purpose
- Reviewing sources of income
- Reviewing health benefits
- Reviewing insurance protection
- Creating an estate plan
- Avoiding pitfalls
To schedule your next workshop, call 801-578-5627 or email finplanning@dmba.com.
