Corporate Education

Helping Employees Make More Confident Financial Decisions

Financial stress can follow employees into the workplace. Thoughtful financial education can help them better understand their benefits, retirement options, and long-term planning decisions.

Barnum West works with employers to provide clear, approachable education designed to help employees feel more informed, organized, and prepared.

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Financial Education Workshops

Education Designed for Different Stages of an Employee’s Life

Employees have different financial questions depending on where they are in life. Our workshops are designed to make important topics easier to understand and more actionable.

Early-Career

Budgeting, debt management, insurance basics, retirement plan participation, and building strong financial habits.

Mid-Career

Estate planning basics, investing fundamentals, college planning, tax strategies, and balancing competing priorities.

Pre-Retirement

Retirement readiness, income planning, Social Security, Medicare, healthcare costs, and preparing for life after work.

Specialty Topics

Employer transitions, Roth IRA strategies, community property, understanding HSAs, women and investing, and more.