Financial planning seminars enable groups of employees to learn financial planning techniques and essential information about their benefits, taxes, and investments. Group seminars can communicate financial planning information effectively because they rely on personal interaction among participants. The give and take between participants and the seminar leader or among participants themselves can keep things lively as complex subjects are related to genuine personal concerns. Spouses are usually invited to attend because of their important role in financial planning. Financial planning seminars often turn out to be the first time that spouses of employees learn about their benefits as dependents and possible beneficiaries.
Some employers offer seminars during paid work time.
The seminar leader plays the key role in making a financial planning seminar work well. The leader must be able to communicate financial concepts clearly and concretely and respond effectively to complex questions. The leader should be able to generate informed discussions and provide accurate technical information, particularly about taxes and benefits. Financial planning manuals can be distributed to employees for their own personal use. These publications typically include not only comprehensive information about various financial planning subjects, but also worksheets and forms to enable users to engage in planning.