The Complete Financial Management Workshop
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A Financial Education Worksite Program
 Ficadenti Tandon Asset Management, Inc. offers a comprehensive personal finance workshop titled “The Complete Financial Management Workshop.” An important benefit that employers can provide their workforce, it is well-suited for working individuals who need to plan for retirement and make sound financial decisions to help protect their families and their assets.
We offer this course at the employer’s worksite as well as periodically at other locations in the Fairfax County, Prince William County, and greater Washington, D.C. area.
Employer Benefits:
- Increases participation in benefit programs
- Positive impact on employer morale and productivity
- Encourages a culture of self-reliance and increases support for company values
- Helps meet regulatory guidelines and ERISA-related liability
Employee Benefits:
- Improves overall financial well-being
- Increases confidence in making financial decisions
- Explains the importance of allocating assets to reduce investment risk
- Reduces worry about finances
The workshop is held over 3 evening sessions (2-1/2 hours in length) and covers the following comprehensive agenda:
- Risk Management – Safeguarding money and assets
- Cash Management – Creating better cash flow
- Investment Concepts – Balancing volatility and stability
- Tax Management – Assessing tax liability
- Retirement Planning – Calculating the cost of retirement
- Estate Conservation – Preserving an estate for heirs
Contact us today to learn more about how to schedule the workshop at your worksite location.
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