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We love to educate people. Here are some of the many workshops and seminars we offer -- either live and in-person, or via remote online webinar.
This workshop is an overview of the important and necessary steps and considerations in planning for a family where a loved one has a disability of any kind.
In examining this unique process we look at the essentials of what needs to be considered during four critical life stages:
The intention of this workshop/webinar is to help families’ questions and further their understanding around how to effectively deal with their unique challenges in each of those life stages, and how to achieve their financial goals to provide for the current and future care for the individual with special needs.
Just imagine what value your organization will be adding to these families and professionals in providing a comfortable safe zone to learn and build confidence with these issues that lie ahead. We understand you may not be ready for this workshop/webinar at this stage, but we would like to make available to you a review of this information so you can see firsthand the what information the families would be receiving and how important it is for them
What Are the Most Important Care Issues that Aging Parents and their Adult Children Face?
More and more professionals in the workplace are finding themselves part of the “sandwich generation”- trying to plan for themselves and their own children while also needing to take on increasing amounts of care responsibilities for their own parents.
This creates a physical, emotional, and financial burden that can be disruptive to our lives if we do not address it properly and proactively.
If you are concerned about protecting assets for your parents, your children and yourself, you don’t want to miss this informative and enlightening event. In this webinar we will discuss legal and financial planning to get through these unprecedented times and BEYOND with the confidence that your family is taken care of.
Wealth Steps® is a company sponsored financial wellness program that introduces employees to essential personal finance concepts from a balance sheet perspective. It’s a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture. It’s all common sense, with an uncommon perspective.
The step-by-step approach of Wealth Steps® shows you the simple logic and order of financial decision-making that can help guide you toward a solid financial future with clarity, confidence, and stability.
Wealth Steps® is a turnkey, completely customizable program, so workshops can be tailored to benefit any group or segment of employees. Anyone who participates will be able to see their financial life in a dramatically different light, and with it, a new route to making the most of their long-term net worth.
Participants get access to a confidential, powerfully encrypted Wealth Steps website that gives them a personalized, secure way to learn by doing. Interactive tools, videos, articles and other valuable resources make it fun to learn about the impact of earnings, savings, liquidity, and debt.
We regularly present workshops and seminars for executives, key employees, and staff on a variety of topics, including:
Wealth Steps® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10001. © 2021 Guardian