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Employee Advice and Education

Employee Advice and Education

Video: Employee Education Meeting

Working Directly with Companies and Qualified Retirement Plans

Employees and retirement plan participants are filled with questions.  They struggle with budgeting, debt, investments, education, and retirement planning.  Employees are often distracted at work dealing with or thinking about their personal finances.  

Group education sessions help with some of these questions, but employees need one-on-one advice to properly address their questions and situation.  These personal meetings can result in increased productivity, lower turnover, wiser benefit program consumers, and reduced financial stress.  They can also accomplish goals including increasing retirement plan participation and deferrals, portfolio diversification, and help to reduce loans. 

We’re a financial coaching firm that can work with your employees as a valuable added benefit.  

We do not manage assets (discretionary or non-discretionary) and do not sell financial products.  We provide general education sessions, one-on-one meetings, and/or a series of educational presentations covering a range of topics, including:

  • Saving, budgeting, and managing debt
  • Planning for retirement
  • Social security strategies
  • Preparing for a child
  • Saving for children’s college education
  • When and why wills and life insurance may be applicable
  • Coping with a layoff or career change
  • Handling an inheritance
  • Going through a separation, divorce, or loss of a loved one

In our experience, employees are more open to talking and acting on advice when meeting one-on-one with a neutral third-party.  We recommend employees sign up for 30 minute meetings and can meet on-site, by phone, Skype, FaceTime, or Google Hangout.  

Please contact us to discuss your needs and to schedule employee advice and education meetings. 

For Advisors, Recordkeepers, TPAs, and Other Service Providers

Stay focused on your business.

To keep you focused on growing your business, servicing your clients, and working on your business, Belmore can provide the valuable service of employee advice and education meetings.  We partner with advisors, recordkeepers, and TPAs*.  Best of all, we don’t compete for business.  We do not manage assets (discretionary or non-discretionary) and do not sell financial products. 

We’re a financial coaching firm that can work with your retirement plan participants as a valuable added benefit.  

We contract with you* to provide your clients with general education sessions, one-on-one meetings, and/or a series of educational presentations covering a range of topics, including:

We are available to present with you at prospect meetings to highlight this service, and at committee meetings to report on progress towards plan goals (participation, deferrals, etc.).  

We look forward to the opportunity to work with you and hope you won’t hesitate to contact us with any questions.  

*We can be contracted by you to provide these services if your agreement with the end client so allows.  Alternatively, we can contract directly with the end client.  Please contact us to discuss the best fit for you and your clients. 

Video: The Benefits of Financial Advice for Employees

Education Series

Would you like to deliver a series of financial education sessions to your employees?  Let us help by customizing a program for you.  It could be designed to be delivered weekly, monthly, or quarterly to help get your employees on track with their finances.

Custom Service or Timeframe 

If you have a custom request or are in need of on-site or virtual services other than half day or full day, please contact us.  We're happy to develop a service that best suits you and your employees.

Pricing

Employee advice and education services are $200.00 per hour.

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