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Corporate Education

Financial Literacy in the Workplace

Financial Literacy in the Workplace

Empower your employees, strengthen your business. Financial literacy programs by Barnum equip your workforce with the tools to manage their money wisely. We offer customized educational packages led by professional advisors,addressing budgeting, saving, and future planning. Financially secure employees are more engaged and productive,boosting your company's overall value.

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Options to Consider

Financial Education Workshops

Financial education has become an essential component of any comprehensive benefits package. We can help you provide your employees with objective financial and retirement education with a customized suite of on-site workshops and consultations. We offer anything from a comprehensive four week workshop to a one day topical workshop based on a specific topic of interest. 

Comprehensive Pension / Benefits Consulting and Offerings

We can benchmark your current benefit programs against a variety of alternative carriers and companies to help you get the best plans at the best cost for your business. Our open architecture allows us to offer a range of products and services including group and voluntary benefits, executive benefits, retirement and savings programs and individual financial services.

Executive Suite Services

At Barnum Financial Group, our Executive Concierge program can provide a range of solutions to your executives and highly compensated employees. From specialized workshops to their own customized Personal Financial View website designed to help them see their complete financial picture to personal consultations, we can put together a value-added program for your key employees.