Employee Financial Education
The Employee Financial Education program is a guidance-based, beginning-to-end retirement solution designed to help employees create confidence in their financial life. Employees get access to tools and resources designed to help simplify retirement planning, as well as on-going support from the Retirement Results Team - a powerful combination that can help them pursue their retirement goals. Employers may choose to combine one our Company Sponsored Retirement Plan services with the NWMG Employee Financial Education program or engage with us just in this service by itself.
The service encompasses three levels of employee support:
- Group retirement planning seminars – helps your employees stay up to date on sound financial planning strategies and important changes that could impact their retirement. Employees armed with good advice will be more engaged and willing to participate in company sponsored retirement plans.
- Individualized Financial Planning – include comprehensive financial planning service within your employee benefits package. This service will assign a NWMG financial planning representative to any employee who wishes to engage with National Wealth Management Group under a financial planning service agreement.
- Executive Compensation Education – employers may work with a NWMG advisor to design and/or educate executives on features of their compensation plan distinct to their status as a Highly Compensated Employee (HCE).