Fall is a Great Time to Offer Employee Financial Education

Did you know that financial planners have seasons?  It’s true!  Summer is very slow in my business because people are in a vacation mind-set.  That school calendar is forever embedded in our brains.

When fall rolls around, folks are ready to get serious about their finances again.  Why not use that built-in momentum to offer a financial planning day at your office?  A combination of using a presentation over a lunch-and-learn plus the opportunity to meet for 30 minutes one-on-one with me is a winning mix.

I recently was at an engineering firm in Inverness and the day was packed with people with questions from retirement readiness to saving for a home, investment allocations to Social Security strategies.   They all got some questions answered without a sales pitch for planning services or products.

If you are interested in providing this great benefit to your workplace, please give me a call at 303-324-0014 or drop a note to kristi@sullivanfinancialplanning.com

 

If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com for more information.

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