top of page

Employee Education: Designing Your Future

Writer's picture: Larry Kavanaugh, Jr.Larry Kavanaugh, Jr.

A sunny cityscape with a blue bridge and benches. Text reads: "NORTHEAST RETIREMENT PLAN ADVISORS - EMPLOYEE FINANCIAL EDUCATION - Designing Your Future."

Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.



What the webinar covers

  • Short-term goals: Tips on essentials like building an emergency fund and managing debt.

  • Mid-term goals: Strategies for saving for big purchases or career growth.

  • Long-term goals: Insights for retirement planning.



Benefits of a Financial Education

  • For employees: Better planning leads to less stress, more focus, and increased financial confidence.

  • For employers: Financially educated teams are happier, more engaged, and prepared for the future.


Looking for More Employee Education?

Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.



At Northeast Retirement Plan Advisors, we help employers establish effective retirement plans.  We are committed to providing top-tier solutions that help:



With an objective mix of investment options, education and personalized guidance to help you and your employees pursue their retirement goals.


Northeast Retirement Plan Advisors

Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC

950-A Union Rd.

Suite 31

Buffalo, NY 14224

716.674.6200x237

716.674.7000


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.

Contact Us

NERPA_Logo_2019.png

Success! Message received.

Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

brokercheck.finra.org

bottom of page