Employees like it
frequency and duration of onsite time determined on a per contract basis
employees do not need to wait until the onsite time to reach out with personal finance-related questions, issues or guidance
employees are not limited to onsite time or business hours. 1-2-1 meetings can occur at a time and location convenient for the employee
unless desired otherwise, a limited number of emails are sent to “all” employees so not to overload inboxes. Specific interest information is provided upon request or based on employee demand
We ask attendees to provide their questions in advance of the session. The in-advance questions along with questions asked during the Info Session often result in a very engaging experience for the audience and the presenter.
Initial Q&A Session
We conduct “Q&A based Info Sessions” in a group setting for all interested employees with the purpose of answering their questions and educating them on the basics of personal finance.
After the session, we schedule 1-on-1 consultations for those employees who wish to do so.
Guidance can be one-time or ongoing based on the needs and at the discretion of the employee.
Schedule Your Q&A Session
HubSpot will link to Office 365. Haven’t used it yet. Do have a hubspot account.