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Corporate Education

In addition to the individualized financial planning we do with our clients, we also work with corporations to offer a financial wellness program that can be custom structured to your company, whether you have several or thousands of employees.

Stats on employee financial wellness


Of employees say personal finances are their most significant stressor.


Of stressed employees say financial worries have had a negative impact on their productivity.


Of employees are distracted by their personal finances at work.

13 Hours

The average amount people spend per month worrying about personal finances at work.

Source: 2017 & 2022 PwC Employee Financial Wellness Survey

For the Employer

For the Employer

To help you provide employees with the objective financial and retirement education, Barnum Premier Client Group offers a comprehensive turnkey solution that connects the benefits you offer with your employees’ overall financial strategies resulting in increased benefit utilization and overall loyalty. These workshops are provided at no cost to you or your employees.

We offer a number of specific programs giving you the option to use one, some, or all as best suits your organization.

Retirement Workshop Series

Designed to take a holistic educational approach to the issues surrounding retirement and help your employees take more control over planning for their later years.

Topical Workshops

A menu of one-hour workshops that cover relevant topics of interest to employees of varying ages.

Executive Benefits

Advanced education geared towards executives to help them make the most of their benefits packages.

Example Workshop Topics

Asset allocation
Common money mistakes
Financial goal setting
Investment basics
Planning for college
Planning for retirement

Protecting your income
Retirement readiness
Retirement risks
Taking control of debt
Understanding life insurance
Understanding social security

Suggested Educational Content

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More