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Employee Education Workshops

Workshop Details:

Workshop Details:

We have various workshops designed around the financial wellness of your employees. The purpose of these workshops is to address financial planning topics that your employees may want education or a refresher on.

These workshops are geared to be a one-time, hour-long meeting. These meetings can be scheduled as many times as you see fit. If you realize the employees may benefit from a follow-up meeting, we are flexible.


These workshops include personalized financial guidance, discussions on the psychological impact of financial stress, and recommendations aimed at reducing or alleviating financial stress to enhance your overall financial wellness.

Eligible Participants

All employees, executives, owners, partners, and board members are eligible to join these meetings.

Our Role

In addition to our seasoned Financial Consultants as your point of contact, the Commonwealth support team includes specialists who collaborate with us to deliver personalized advice and recommendations.

Most Common Topics Discussed:

We encourage people to ask us for advice about any financial topic. Some examples of the most common topics that people discuss with us are outlined below.

  • Caregiver & Special Needs Planning
  • College Education Planning
  • Deferred Compensation Planning
  • Elder Care Planning
  • Estate & Wealth Transfer Planning
  • Executive Benefits Planning
  • Executive Compensation Analysis
  • Investment & Portfolio Management Advice
  • Tax Conscious Investing
  • Fee Conscious Investing
  • Pension Optimization Strategies
  • Philanthropic & Charity Planning
  • Protection Planning & Analysis
    • Disability Income Planning
    • Pre-Mature Death Planning
    • Long-Term Care Planning
    • Medical Benefit Planning
  • Retirement Account Investment Advice
  • Retirement Planning (Pre & Post Retirement)
  • Social Security Income Planning
  • Stock Grant Advice
  • Stock Option Advice
  • Trust Planning