We don’t just offer financial guidance - we’re a communications company at heart. That’s because we place a strong focus on the messaging that supports our trainings. We create content that’s not only engaging and relevant, but we also work with you to ensure that our materials are delivered through the right channels to truly connect with your audience. Think of us as your Retirement Plan’s copywriter!

We’ve already covered the qué (what), now let’s dive into the rest of it and show you how we bring it all together.

CÓMO

HOW

  • Let’s make your team’s finances truly personal! We offer a confidential space for one-on-one sessions, where your employees can comfortably discuss their unique challenges and objectives, ensuring that they receive the personalized guidance that they need to thrive.

  • Are you ready to empower your team? Our interactive seminars deliver targeted content that’s relevant to a broad audience, allowing your employees to benefit from peer learning and shared accountability – all in a fun environment!

  • Money talk, made easy! We offer culturally relevant translations that simplify financial jargon into language that your employees can relate to. From documents to discussions, we'll ensure that everyone is on the same page.

CUÁNDO

WHEN

  • Bring the knowledge to them! At Benefits Fairs, we’re right there with your employees, offering personalized answers to their Retirement Plan questions in a casual, interactive setting.

  • Need a flexible option? We make ourselves available during your business hours to accommodate different shifts, ensuring that your employees get the support that they need when it’s most convenient for them.

  • Maximize the moment! Onboarding new talent or approaching entry dates is the perfect time to equip your employees with essential information. We’re here to guide them through the details, helping them make informed decisions for their future.

DÓNDE

WHERE

  • Whether your employees are working from home or on the go, we offer virtual sessions to bring financial education right to their doorstep – no matter where they are!

  • Got a local team? We’re here in person in the greater Philadelphia area, ready to deliver hands-on support right at your workplace, making retirement planning easy and convenient for your employees.

  • From coast to coast, we’ll travel to meet with your team, no matter where they’re located.

POR QUÉ

WHY

because 22.4% of the workforce is projected to be represented by latinos by 2030, yet only 31% of hispanic households with income participate in a workplace retirement plan.

Frequently Asked Questions

  • While we offer guidance on various strategies to help your participating employees understand their options, our focus is on educating them about the fundamental principles of investing, rather than giving specific recommendations.

  • We don’t provide wealth management services, but our focus is on helping firms like yours unlock the incredible potential of Latino consumers through tailored financial coaching. Our goal is to convert your Spanish-speaking participants into the next generation of Wealth Management clients, with our services acting as a funnel that creates opportunities for your practice to grow through referrals.

  • Yes! While our focus is on serving the Hispanic population, we also offer our solutions in English, allowing you to stay focused on the big picture – building the best Retirement Plan – while we ensure that your current and future participating employees receive the support they need to make informed decisions.

  • Absolutely. We aim to streamline access to information for your employees, so we’ll guide current and future participants to interact with the record keeper’s platform and other relevant service providers when appropriate, ensuring cohesive communication across the board.

  • We love to bring HSAs into the conversation when available and appropriate, highlighting their often underutilized benefits! While we also mention other benefits when relevant, we leave the in-depth guidance to the experts in those areas.

  • Yes! A conversation about retirement plans wouldn’t be complete without discussing budgeting, debt management, investing, and other essential financial topics. Contact us to explore our full library of resources.