Simply getting employer-sponsored help with investments is not enough for many employees. To achieve their financial goals, they need basic information on all aspects of their finances. FEU (Financial Education University™ ) workshops give them that broad-based curriculum—from cash management to goal setting to making a financial plan.

That’s where you come in.

Financial Education University™ workshops are for your employees, but were developed with you in mind. Unlike traditional 401(k) plan providers, ORRGROUP can actually help you increase plan participation, while decreasing financial stress, improving morale and worker productivity. And it is geared to all levels of employees

The workshops are a well-thought-out, well-researched process for instilling broad-based financial education. Students learn through teamwork, guidance from a financial planner and extensive options for online work.

The curriculum starts with the big picture (showing them the importance of having financial and life planning goals and sticking to them). In subsequent workshops, students receive practical information on how to set goals, start a budget, effectively manage cash, invest with their future in mind, use insurance as a financial planning tool, consider tax and estate planning, and build their own financial plan.

The purpose of Financial Education University™ is to help your employees help themselves. The workshops are provided in a group setting, with an experienced, credentialed guide as teacher, to facilitate learning—hands on. They learn financial planning and life planning, and come away with the skills to dramatically increase their ability to develop their own plan.

The key difference between this course work and all others is the ability to follow education with action…and create their own “financial success plan.”

Why offer your employees Financial Education University™?

• Win-Win Program—Increase their well-being and their productivity at work
• Ratchet up their level of financial knowledge and skill to succeed
• Empower them by teaching them how to make and implement their own financial plans
• Tailored to all—from modest income to above-average, you work as a team with an experienced, ethical and credentialed guide--ORRGROUP