50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Client and Employee Workshops

Client and Employee Workshops

Advisors: Set yourself apart and increase the trust of your prospects and clients in you with your delivery of our interactive, application-oriented workshops designed to help you be more productive and profitable with middle-mass and mass-affluent consumers.

Public Sector Retirement Counselors: Our programs are already used by retirement systems that total over 450,000 employees. A workshop provided by your retirement counselors and designed by public sector retirement education specialists will:
  • Provide needed tools and knowledge to help your plan members make informed defined benefit, defined contribution, and retirement income planning decisions as benefit changes are made
  • Allow your plan to quickly provide employee education programs cost effectively and efficiently
  • Allow early to mid-career employees to increase retirement readiness through informed decision making and obtain the greatest benefit and appreciation for their retirement benefits.
  • Provide an opportunity for your staff members to expand their retirement planning skills they need to best serve your plan participants.
  • Enhance the perceived and actual value of the services provided to plan members.
Workshop licenses include:

  • 75-90 minute or 3 hour formats with fully-scripted presenter's guide
  • Course workbooks with financial planning or income management worksheet for attendees to complete at home or for use in post-program, one-on-one meetings with you
  • Easy access online training demos, and MP3 audio downloads
  • Public sector programs will be customized to communicate your plan's specifics.
Our interactive delivery design, along with completion of a personalized Action Plan during the course, will faciliate the ability and desire of program participants to implement what they've learned.

Benefits to retirement advisors and counselors for presenting these workshops:

  • An increase in confidence in, trust of, and respect for your services by providing objective education for making informed decisions
  • The introduction during the program of worksheets and a process developed by CRC®, CFP® and CFA® certified professionals helps you productively, profitably and suitably guide clients through a retirement income planning process
  • Clients will better understand the retirement decision-making process and can be better prepared for one-on-one counseling sessions
  • Clients will better understand which types of distribution options and retirement savings investments have potential for their situation, thus reducing the time needed to design a retirement income plan.

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Employee Combination Package of  "Controlling Your Financial Future"  and "What You Need to Know About Managing Your Retirement Income"  Live Workshop Single User License

Employee Combination Package of "Controlling Your Financial Future" and "What You Need to Know About Managing Your Retirement Income" Live Workshop Single User License

Together, these courses cover the basic financial planning skills needed by employees in early, mid and late career stages, and help future retirees plan how to receive distributions from their qualified plans and IRAs.
$1,475.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$995.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Renew your Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop annual license!
$225.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 20 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$995.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Renew your Employee "What You Need to Know About Managing Your Retirement Income" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
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