Some people are savers; some are spenders. Many of your employees have invested on their own - with varying results. Others are likely investing for the very first time. How can you give these different groups the information they need to make solid investment decisions?

We can help. Using customized original materials as well as campaigns from a variety of vendors, we have conducted educational meetings in venues as diverse as board rooms and trucking terminals, oil fields and gambling boats. We know which approaches work and can tailor them to your specific needs.

Best of all, unlike many individuals who strive to gain access to your employees, we do not represent proprietary products, nor do we sell investments or insurance. In all facets of our work, we offer unbiased, experienced help.

Do your employees understand the difference between a stock and a bond? If you haven't asked, the answer may very well surprise you. Prior to launching an education effort, we often find it useful to survey the employees. A few typical questions follow.

Sample Employee Survey