The EDSA Group offers a series of comprehensive and interactive financial education workshops called the The T.E.A.M. Series™ (Teaching Employees About Money). These programs include five results-driven workshops that target your clients' diverse employee populations with topics ranging from the fundamentals of money management to more advanced issues like taxes, investing, and estate and retirement planning. You can teach these workshops yourself, or you can employ EDSA's certified instructors to teach on your behalf.
www.Goodmoneyhabits.com is an online financial education tool that combines EDSA's proven curricula with the accessibility of the Internet. This easily implemented, high-impact tool can be used in conjunction with live workshops or on its own.
www.Moneytoolsforlife.com is another great resource for your clients and their workforce. This helpful Web site offers valuable money tips, FAQs and many other great features! You will enhance your credibility as a financial expert with this supplemental site! In addition, Moneytoolsforlife.com offers a RSS subscription feed so your clients and their employee population can receive the great benefits of this Web site! Moneytoolsforlife.com also provides a way to become a fan of the Moneytoolsforlife page on facebook and to receive the latest Twitter updates. Retain your client base and attract additional clients with yet another great tool from EDSA.
Custom Programs
Private Labeling and Customization of programs are also available through The EDSA Group. You can also work with EDSA to develop an entirely new program to suit your clients' special needs. Providing financial education since 1993, The EDSA Group offers an array of tools to assist almost every audience. EDSA's existing solutions can provide a framework to build other educational modules for your clients. EDSA can create a customized financial education program to meet your clients' special needs by enhancing our existing programs or developing new ones. You can also utilize the private labeling option to create a financial education offering with your clients' branding. *Click here for examples of customized and private labeled options available through The EDSA Group®.
Planning Plus™ consists of one-on-one sessions with an instructor. EDSA gives you the tools you need to provide these educational meetings for your clients' employees.
