Getting Started

Getting Started: Four Easy Steps

Focus Financial's InSite Financial Education Seminars offer an easy, turn-key method to deliver education to your employees. 

  1. Choose a seminar topic and delivery option
  2. Schedule a date(s) with our program director
  3. Distribute the materials Focus Financial provides to promote the seminar (email, flyers, invitations, etc.)
  4. Gather RSVPs

That's it! Focus Financial will provide workbooks for all attendees the day of the seminar along with an evaluation form. 

All of this is provided by Focus Financial at no cost!
Seminar Topics
Focus Financial offers a range of Work-Site Financial Education seminars presented by qualified financial planning professionals, covering topics from goal setting to college and retirement funding to estate planning. 

  • Asset Allocation
  • Planning For Retirement
  • College Funding
  • Retirement Plan Distributions
  • Estate Panning
  • Retirement Income
  • Financial Management
  • Tax Strategies
  • Investments
  • Turbulent Times

Delivery Options: 

  • 1 Hour – Lunch and Learn delivered during the lunch hour.
  • 6 Hour – Comprehensive Seminars delivered in two 3-hour evening sessions which allow employees to invite their significant other.
  • Customizable Sessions are available; contact us to learn more.

Many employers recognize comprehensive financial education programs are instrumental in both recruitment and retention. Be among them.