Employer Resources for Financial Education

Lewis and Palmer Financial Solutions Group deliver workshops to corporate leadership groups and associates, special interest groups and small businesses. The team takes great satisfaction in being able to convey complex financial concepts in a way that is understandable to all.

The Financial Education workshops may be offered at the workplace – or a convenient offsite location – and provide practical, straightforward information to help employees better understand financial issues and make informed decisions. For personalized guidance, employees may also meet individually with a dedicated financial professional to discuss their specific needs.

We find employees are interested in their employers providing programs to help them make decisions about their financial needs. We provide information to help meet the diverse needs of your employees and increase appreciation for the benefits you offer without adding to your bottom line or workload. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck