Workplace Seminars

"Since Williams Asset Management founding nearly a quarter century ago, one of our most distinctive values has been providing exceptional investment guidance coupled with a dedicated relationship. Williams Asset Management demonstrates this value—and measures it—one client at a time through sound, personalized, and objective guidance.”

— Gary Williams, Founder of Williams Asset Management


Financial Education Seminars (FES)

Workplace seminars

It comes as no surprise that individuals typically do not spend enough time planning for their future. And if they have, often times it is done haphazardly. For example, retirement now represents, for many people, a stage of their lives nearly as long as their working lives. Because people are living longer, retirees can expect to spend more than 20 years in retirement. According to the Employee Benefit Research Institute (EBRI), many American workers aren’t fully aware of how much they need to save for retirement—53% of workers reported that neither they nor their spouse have tried to calculate how much they need for retirement, and another 42% of workers have simply guessed at the amount needed for a comfortable retirement. With the current environment of economic uncertainty and the questionable ability of the Social Security system to provide adequate retirement income, it cannot be overstated enough that individuals and families need to launch and sustain a personal retirement savings program to build the funds necessary to retire comfortably. But in today’s world of information overload, there is literally too much information about how to invest and how to plan for one’s goals. The overabundance of information often becomes “noise” and it can become overwhelming. The harsh reality is most people don’t even know where to begin.

At Williams Asset Management, we believe the public needs to be better educated. With this passionate belief, we created a seminar series that educates and inspires attendees with a foundation of knowledge that will empower them to make better decisions with their finances. We call it our Financial Education Seminar (FES) program and have been providing this service for over fifteen years to both local companies and multinational corporations. With this program, we work with you and your employees to:

  • Customize a financial education program that encompasses your benefits program

  • Present professional seminars on a multitude of financial topics, including investing, retirement, income tax, college and estate planning

  • Offer multiple locations and times which work around your scheduling needs

  • Provide access to licensed and experienced professional financial advisors

  • Offer peace of mind to employees that their firm is truly concerned with their financial well-being

  • Increase employee productivity due to greater employee personal financial wellness

These are complimentary, no obligation financial education seminars. Each seminar is about one hour in length and includes a question-and-answer session. As highlighted above, we tailor the presentation to your company’s retirement, welfare, and healthcare benefits so employees can better appreciate their value. As an employer, you’ve made an investment in these benefits for your employees, and our seminars can help maximize your employees’ engagement and understanding of these products and the value they have in their overall compensation.

In addition, we’d welcome the opportunity to work with any interested employees on an individual basis to help them plan for their financial goals at a convenient time during the weeks following the presentation. This can truly be a “win-win-win” relationship for us, your firm, and most importantly, your employees.

If this program sounds like it would be valuable and you would like to hear more, please contact us here.