Practical education for the people you serve.
Bring a clear, approachable financial education session to a business, workplace, faith community or local organization.
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What we cover
- Life insurance basics and common coverage questions
- Income protection and household financial readiness
- Retirement income and old employer account education
- Business-owner protection considerations
- Family money conversations and legacy readiness
Who it is for
Business owners, HR contacts, employees, community groups and other organizations.
Keep the conversation going
Attendees can ask about a relevant review or individual conversation afterward. The workshop itself provides education rather than individual product recommendations.
Questions to think about
- Who is the audience, and what questions do they have?
- What would we like people to understand after the session?
- Would virtual or in-person delivery work best?
A few things you may be wondering
How will attendee follow-up work?
Marquita can provide a QR-code survey for attendees who choose to respond. The survey requires a name, email address and mobile number so she can send resources, gather feedback, answer questions and coordinate requested follow-up. The host’s staff does not need to collect or manage participant information.
Is the workshop a product recommendation?
The session offers general education. Individual recommendations require a separate personal review.
What do attendees gain?
A clearer understanding of the topic, questions to ask and a practical next step relevant to their situation.
Bring a practical financial conversation to your organization.
Tell us about your audience, preferred format, and the topics that would serve them best.