BeRetired - Holistic Retirement Education

Workshops. Consultations. Empowered Employees.

Our Approach

Holistic Retirement Workshops / Webinars

Workshops and webinars are great ways to provide 'general rules of thumb' and foundational education on a number of topics. For some participants, they can take the information and immediately apply it to their situation. Most employees prefer/require having a confidential conversation to determine how to take action. 

1-on-1 Retirement Success Consultations

Face-to-Face + Phone Studies show people still prefer a human interaction for addressing their financial concerns. While demand for phone/virtual consultation continue to increase, most people prefer a face-to-face meeting. That's what we provide, a confidential, private conversation to help your employees understand how to improve their financial health.

No Product Sales, Only Fiduciary Advice Your Organization can Trust.

Why Financial Wellness?

Financial Health is Lacking

When employees lack financial know-how, it can come at a great cost to their employer. Consider this:

61% of Americans do not have or use a budget
47% of household spending was greater than or equal to their income
55% of households don't have enough cash on hand to replace 1 month's income

Result: Financial Stress

Finances are considered the #1 stress for employees. Studies show it affects attendance, sick days, etc. We empower employees with effective tools and easy to understand education so they can take control of their finances.

Costs of Delayed Retirement

A recent study showed that employers can expect to save an average of $7,000 for every employee-turned-retiree in their workforce. Providing your employees product-free retirement planning services can drastically increase their confidence in starting the next chapter of their life: retirement.

Questioning How to Approach Education?

Let’s have a conversation about your employee demographics, needs and goals.

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