We’ve developed a variety of workshops and seminars targeted to the needs of public and private sector organizations. These sessions are customized to the industry and sector of the employer, and are tailored to address the specific needs of each group of employees.

Financial education improves the bottom line

Without question, employees who believe that they are valued are more valuable. They have higher morale, and are more loyal to their employer, which translates directly into higher productivity, greater retention, and lower human resources costs. Financial education is a staff benefit that pays dividends to employer and employee alike.

Our Seminars

Find out more about our immediately available seminar topics.

Our seminars address all aspects of financial planning, with special focus on pre-retirement and retirement planning. The best employers recognize their responsibility to help employees transition into retirement in a positive, healthy way. Education, especially about money, can play an important role.

Contact us to discuss your organization’s needs and for detailed information on a customized seminar that can best serve your team.

Federal Government of Canada

Are you a Federal Government employee?

We have developed a new partnership to address your pre-retirement planning needs.
The Walz Robinson Group offers retirement courses and seminars, primarily in Western Canada.
Check out our new site and company details at Walz Robinson Group.