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Smart About Money (SAM)

We have developed an employee education program called Smart About Money (SAM) Financial Education with a Purpose. Through this program, we offer single topic and comprehensive educational workshops designed to help employees and organization members understand financial matters. Each workshop is designed to motivate individuals to identify areas to help improve upon their personal financial planning needs. Our line of topic-specific financial workshops allow employees and members to gain in-depth learning about key areas of personal finances, such as:

  • Investment Planning
  • Women & Investing
  • Retirement Income
  • Social Security
  • Long-Term Care
  • Estate Planning Strategies
  • Retirement Basics
  • College Planning
  • Financial Planning

Participants benefit from our workshops by obtaining valuable information to assist them in making more informed financial decisions, and help increase participation in benefits programs. Our goal is to deliver the highest quality financial education available. Beyond our workshops, we also offer personal support and assistance upon request. We work with you to ensure that the correct information is provided regarding your specific benefits plans.

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