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Employee Education: Designing Your Future

Writer's picture: Fran GillisFran Gillis

Two professionals with headsets in an office setting. One points at a screen, smiling. Text reads: "Employee Financial Education: Designing Your Future." Purple background.

Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.




What the webinar covers

  • Short-term goals: Tips on essentials like building an emergency fund and managing debt.

  • Mid-term goals: Strategies for saving for big purchases or career growth.

  • Long-term goals: Insights for retirement planning.



Benefits of a Financial Education

  • For employees: Better planning leads to less stress, more focus, and increased financial confidence.

  • For employers: Financially educated teams are happier, more engaged, and prepared for the future.


Looking for More Employee Education?

Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.



401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF®, QPFC, PPC, CFWP

Lucas Gillis AIF®, CPFA, CFWP

970-225-2001


Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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RETIRE YOUR WAY 

Fran Gillis AIF®, QPFC, PPC, CFWP
Lucas Gillis AIF®, CPFA, CFWP
srpretire.com/contact-us/

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Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

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