Corporate Services

More and more, forward thinking companies are realizing the benefits of providing employees with training and tools to better manage their personal finances.  These companies realize that by helping their employees reduce financial stress (and the distraction it causes in the work place) they are also helping to make employees more productive!

Ocean Advisors can assist in providing employee retirement plan enrollment meetings or financial planning workshops on location or through remote meetings.  In addition to our library of financial literacy programs, we will work with employers to customize programs to suit the needs of their employees.

Ocean Advisors has presented numerous workshops for Fortune 500 companies and smaller employers, covering topics such as investment basics, budgeting issues, debt management, and dealing with tough economic times.  Let us know what your needs are and we will work with you to develop and implement the programs that will help your employees work toward financial independence!