515 Marin Street
Under ERISA 404a-5 regulations, there is an implied responsibility for plan sponsors to promote financial learning. That’s why we built the ERU.
Whether you want to cover an entire course or select individual topics, our goal is to help you build financial literacy in the workplace. Each year, we design your education program custom to your needs and create an agenda focused on building financial wellness within your workforce. Our ERU is built to provide systematic, comprehensive financial knowledge for all of your employees, from basic courses to advanced ones. We understand the challenges workers face while juggling other life demands and the complexity of the financial world these days. That is why our instructors focus on building foundation and essential knowledge so your employees can easily learn the essential financial principles and important time-tested strategies that promote retirement success. The ERU has one objective: to empower your employees to make informed financial decisions.
This course, is designed to help employees plan for retirement, calculate the capital needed, understand Social Security benefits, consider lifestyle changes at retirement and transition by turning their savings into income.
This course will address financial planning basics, such as budgeting and debt management, setting financial goals, and mastering core financial principles such as compound interest, paying yourself first, Rule of 72 and understanding inflation.
This course covers the basics of investing to advanced concepts such as investing in stocks, bonds and other asset classes, diversification, asset allocation, and economic cycles. We will also address investing strategies such as market timing, active versus passive management, yield compared to total return and more.
Financial security is more than building wealth. This series will cover asset protection including estate planning, wills and living trusts as well as life insurance needs, disability insurance, health care planning and more.
You Set the Goals. We Deliver the Education.
Let's work towards building retirement success together.
Download a Copy of Our Course Workbook.