Broker Check

Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 

Corporate Education

This is a program created to meet our business owner’s needs when it comes to offering their employees reliable financial information. The advantage to this program; we provide a customized curriculum specific to your organizations needs and promote financial wellness to your employees. Sessions range anywhere from “Organizing Your Financial Landscape” and “Retirement Strategies” to “Estate Planning Basics” and “Protecting Your Financial World”.

As a successful business owner, you understand an employee’s financial stress can easily transfer over to their work performance. By providing resources, such as retirement plan and education, for your employees, you can create a better work environment and attract and retain key executives.

At Applied Financial Group, we don’t just work with employers; we also serve their employees. We believe that consistent communication and education opportunities can help increase employee understanding of their retirement plan and drive positive participant behaviors while increasing awareness of the benefit. We have developed a corporate financial education program to meet business owners’ needs when it comes to offering their employees beneficial and objective financial guidance and advice.

Our experienced team of advisors and enrollment specialists understand that the development of an effective communication program varies greatly from business to business. We create a customized curriculum specific to your organization’s needs and your unique employee population. These sessions range in topics from estate planning to protection strategies. We also provide one-on-one meetings with employees. During these meetings, we focus on their specific financial picture, address their questions and concerns, and provide advice on steps to take.

Offering financial education can promote change in multiple areas: reduced stress for employees, decreased absenteeism, improved employee productivity, retention of quality personnel, and more employees who can retire with confidence.

Education Matters: AFG’s Corporate Financial Education Program™

CFEP™ was created to meet our business owner's needs when it comes to offering their employees reliable financial information.

The advantage to this program is that we provide a customized curriculum specific to your organizations needs and promote financial wellness to your employees.  Sessions range anywhere from "Organizing Your Financial Landscape" and "Retirement Strategies" to " Estate Planning Basics" and "Protecting Your Financial World".

We have found that financial stress can be detrimental to any work environment.  Offering financial education helps promote change in many areas:

  • Ability of employees to focus on work
  • Improved employee productivity
  • Retention of quality personnel
  • More employees able to retire with confidence
  • Reduced stress for employees
  • Decreased absenteeism

Through collaborate efforts of professionals in multiple areas we have designed a program to educate employees on multiple topics:

  • Tax Strategies
  • Estate Planning
  • Budgeting, Saving & Managing Debt
  • Real Estate - Mortgages
  • Investing
  • Retirement Planning
  • Insurance - From Homeowners to Life
  • Choosing a Financial Advocate

Our instructors include:

  • Richard A. Pope, CAP – President & CEO of AFG
  • Eric Forgione – Financial Specialist
  • Audrey Kirwin – Financial Advisor
  • Allison Battino – Financial Advisor