Financial Education for your employees

We can assist your employees by providing educational workshops covering a variety of financial topics.  Improving your employees' financial fitness can have a big payoff in reducing stress, improving health and improving job performance.  Enhance your firm's benefits package with Financial Education Solutions from Zollo Financial Group and  provide your employees with the objective financial and retirement education they need and want—at no cost to you or your employees.


  • Planning for Retirement
  • Financial Management
  • Retirement Investment Strategies
  • Estate Conservation Strategies
  • Asset Allocation Strategies
  • Social Security Benefit Strategies
  • Investment Fundamentals
  • Life Insurance
  • College Funding Strategies
  • Income for Life Strategies
  • Employment Transitions
  • Disability Income Insurance


  • Charitable Contributions
  • Financial Strategies
  • Recruiting, Retaining, Rewarding Key  Contributors
  • Buy—Sell Agreement Funding
  • Business Continuation Strategies
  • Executive Benefits Carve Out
  • Incentive Comp Plans

How Do The  Workshops Work?

The Employee Financial Educational Workshops are designed to work within your business needs. A variety of financial education workshops are conveniently located at your workplace to make it easy for employees to attend.

What Topics Are Covered?

The practical and straightforward information provided in each workshop provide a range of information that address the diverse needs of your employees. Our one-hour topical workshops are designed to build a foundation of financial knowledge to help employees of all ages in their financial decision making process.

How is the workshop organized?

The Employee Education Workshops are designed to be turnkey.  You simply pick out a date and we work with you on a presentation topic. On the day of the workshop, we bring educational materials for your employees to keep.

What happens after the seminar?

If employees determine they need more guidance for their situations, they have the option to meet personally with a local financial professional to discuss their specific circumstances and individual goals.

What are the costs?

The  educational workshops are provided at no costs to you or your employees.  Our seminars are intended to inform on subjects chosen, not to solicit product or services.

Call Rick Zollo at (321) 421-6967 for more information.