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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Employee Enrichment & Education
A factor in retaining employees is helping them understand their financial planning options. Wealth Control Advisors, LLC located just outside of Boston, Massachusetts and in West Palm Beach, Florida, offers Employee Enrichment and Employee Education seminars which are non-product specific, and educational in nature. For more information, contact us online or call us at 781-235-8891 our Wellesley, MA office or at 561-691-1380 our West Palm Beach, FL office.
Offer your employees Brown Bag Lunch meetings or company hosted seminars with interested employees on the following possible topics:
- Incentive Stock Options
- Voluntary Insurance Options (Life/Disability)
- What if you (or a family member) lives a long time and/or gets sick and still lives a long time? (What is Long Term Care Insurance?)
- Mortgage Financing / Refinancing / Accelerated Debt Reduction & Elimination
- Education Funding
- Retirement Planning
- Overall Financial Planning
- Property / Casualty Insurance Planning
- Estate Planning / Wills & Trusts / Health Care Proxies, etc
- Understanding Medicare - Primary vs Secondary Medicare Supplement Plans
These educational seminars are design to help employees understand the issues without the obligation of purchasing any products or requiring the company to offer or sponsor a product or plan.
Learn more about our Tailored Services, our specific Seminars, or for more information, contact us online or call us at 781-235-8891.
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