To fully appreciate and optimize benefits, employees need to develop the proper financial skills. They require knowledge and tools to adequately plan for today and tomorrow.
Whether an employee is just starting down the road to financial independence with little financial knowledge, or is more experienced, T.E. Wealth’s financial education programs can help them stay the course.
Our seminars and webinars have been developed on the principles of adult learning methodologies, and recognize the importance of teaching learners how to apply financial planning concepts to their own real-life situations.
Our series of topics, customized for your company, include:
Financial Basics
Session components could include: cash management, company benefits, RESPs, investment planning, wills & estate planning, tax planning, insurance planning and financial planning
Financial Management
Session components could include: cash management, company benefits, RESPs, portfolio management strategies, wills & estate planning, tax planning, insurance planning, financial planning, retirement planning
Pre-retirement: Change Management
Session components could include: retirement and the rest of your life, replacing income in retirement, government benefits, budgeting future income requirements, company pension, tax, insurance and estate planning, portfolio management strategies
During retirement: Converting Income Stream
Session components could include: pension options and selections, retiree benefits, tax effective cash flow, government benefits
Individual counselling services are tailored to the needs of employees who are seeking financial advice on a particular issue, but may not require ongoing assistance. For example, individuals who need to make crucial financial decisions such as whether to take an early retirement or not, what to do with an inheritance, or how to manage their finances after losing a spouse.
Financial Coaching
Provides employees with a general review of their current financial circumstances, with specific emphasis on their company pension and retirement plan. This helps them understand the value of company plans so they can make informed decisions about enrolment or how to manage the financial aspects of transitioning to another company.
To find out more about how we can customize a solution for your organization contact:
Darin Yuzyk
Vice President, Financial Education & Employer Services
403-538-3814 | toll-free 1-888-505-8608
dyuzyk@tewealth.com
Karen Hennessy
Consultant
514-906-5908 | toll-free 1-888-505-8608
khennessy@tefc.com