Employer Benefits & Retirement Education

$149.00

For Individuals: A tailored walkthrough designed to help you actually understand your employer benefits and retirement options so you can better understand your available options and make informed decisions.

For Employers: Please reach out via our contact page to bring financial education to your team through individual sessions or a live virtual benefits seminar with Q&A.

*All packages are valid for individuals or couples; couples do not need to purchase twice

For Individuals: A tailored walkthrough designed to help you actually understand your employer benefits and retirement options so you can better understand your available options and make informed decisions.

For Employers: Please reach out via our contact page to bring financial education to your team through individual sessions or a live virtual benefits seminar with Q&A.

*All packages are valid for individuals or couples; couples do not need to purchase twice

Session 1: Intro & Priorities

We’ll get to know each other, your role, and what you want clarity on. This call ensures our time is focused on what matters most to you.

Identify learning priorities
Set the agenda for your benefit review

Session 2: Employer Benefit & Retirement Review

We will review and explain in plain english the information displayed in your employer benefits portal for educational purposes only.

Health, insurance, and fringe benefits explained
Who typically uses each benefit and why
Employer retirement plan overview
Account types (401(k), Roth, etc.)
General education about types of investment options commonly found in employer retirement plans
General characteristics, educational overviews, and commonly discussed considerations.

This program is provided strictly for educational and informational purposes only.Educated Wealth LLC provides financial education only and does not provide financial planning, investment advisory, tax, insurance, or legal services. All discussions are educational in nature, and participants are solely responsible for their own financial decisions.The services offered are designed to help participants better understand financial concepts, commonly discussed strategies, and general considerations. These services do not constitute financial planning, investment advisory services, tax advice, legal advice, insurance advice, or product recommendations of any kind.No personalized recommendations are provided, and participation in this program does not create an advisor-client, fiduciary, or professional relationship. Any examples, illustrations, or discussions of financial topics are provided for general educational purposes only and should not be interpreted as a recommendation to take or avoid any specific financial action. Services are structured solely as financial education and are not intended to create an ongoing financial advisory, fiduciary, or professional relationship.