We build customized sessions for your team.

Whether it's a one-on-one session, a group training for your shift, or a department-wide program, Anew Advisors can build a financial education program around what your team specifically needs, at no cost to the department.

Retirement & Pension Planning

Everything you need to plan confidently for the career and beyond it.

TOPICS INCLUDE

  • How your pension actually works
  • Maximizing your 457 deferred compensation plan
  • Healthcare costs in retirement
  • Inflation and income protection
  • Investment risk and portfolio basics
  • The real cost of investment fees

Financial Goals & Decisions

Practical financial skills for the day-to-day and the long term.

TOPICS INCLUDE

  • Building a family retirement plan
  • Budgeting on a shift schedule
  • Roth vs. traditional accounts
  • Big purchase decisions like trucks, homes, and more
  • Turning assets into retirement leverage
  • Short- and long-term goal planning

Leadership & Organizational

Financial tools and training for association and union leaders.

TOPICS INCLUDE

  • Budgeting for unions & associations
  • Secretary/treasurer financial training
  • Building sustainable reserve funds
  • Retention & financial wellness strategy

Ready to bring financial education to your department?

Schedule a session