Financial Solutions

For Local Government Units and Human Resource Administrators

Do you have requests from your employees to have seminars on personal finance topics? Or are you an employee of a local government unit who would be interested in participating in a financial workshop?

We offer workshops statewide, at no cost, on topics such as buying a home, basic budgeting, paying off debt, identity theft, long term planning and more. We will gladly work with you to design a presentation that meets your needs. For a list of topics click the link on the right.

We also offer articles you can reprint in your publications. Click the link on the right for more information.

If you are a Human Resource professional charged with administering your units' EAP, read the Financial Wellness: Build a Better EAP brochure on the right.

Several municipal and county governments are already using this valuable service as part of their wellness program. We encourage you to do the same.

Get Started!
E-mail: financial planner or
Call: 877.367.5428 and ask for Education Services

To request the Financial Planning and Trust Seminar
E-mail: financial planner or
Call: 877.367.5428 and ask for a Trust Officer