• Employer Assistance Financial Program (EAFP)
• Member Assistance Financial Program (MAFP)

Is your company or organization considering a self-help voluntary benefits program? Are you planning to address sensitive employee issues? This “value added” member benefit may be your answer.

FINANCIAL EDUCATION WEB SITE
Comprehensive employee "FINANCIAL LEARNING" web site for "off site" use.
Over 400 financial briefs on any financial topic, financial magazine, 16 financial booklets, 8 computer analysis reports, confidential employee feedback program regarding cutting costs to help improve the company's bottom line. Add this low cost membership benefit to assist individuals in planning their financial future.

MANAGEMENT LEADERSHIP TRAINING
(Group on site and off site training and organizational support programs).
Management leadership training for problem situations.
Sex discrimination orientation.
Department of Labor compliance audit.
Benefits cost-sharing "sensitivity" and internal communication.
Sales training - helping the customer "win" through counselor techniques.
Re-engineering, reduction in force or early retirement communications.

EXECUTIVE BRIEFINGS
(Leadership briefings for executives and officers).
Asset protection-how highly paid executives can protect assets from liability.
Leadership and motivation of the workforce.
Employee feedback to impact the bottom line.
Financial strategies - reduce taxes, protect assets & freeze estate growth.
Communicating re-engineering, early retirement incentives, layoffs, plant closings, benefits cost-shifting, cost-sharing and other workplace changes.

VOLUNTARY EMPLOYEE PERSONAL COUNSELING and/or presentations
(Employee self-help program that integrates with our web site educational program).
401(k) investment guidance.
Employee benefits - maximizing individual use of benefits.
Early retirement & retirement exiting.
Employee retirement planning.
Debt management analysis - debt free employees are more productive.
Group or voluntary long-term care insurance.
Mortgage refinancing - shopping for the best loan to avoid "tricky" financing.
Group employee tax planning.
Elder parents and care giving.
Estate planning and living trusts.
Pension roll-over options.
Seminar, "lunch and learn" presentations or speaker for any topic listed.
College Planning - why section 529 plans are the best funding vehicle.
Private retirement funding plans.

The comprehensive “Financial Learning” web site and our EAFP employer or MAFP member benefit program offers education on almost any financial topic. Help your employees or members find answers to their questions 24 hours a day, seven days a week (24/7).

For free information or an appointment to review our services, this page and mail or fax to us,
hit the "Submit" button below, or contact us by Email, Phone or Fax.
Fax: 614.761.8995 • Phone: 614.791.3240 • Email: ica@financiallearnctr.com

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THE ADVISOR GROUP, LTD.

“OVER 30 YEARS HELPING BUSINESSES REDUCE COSTS,
INCREASE INCOME AND EXPAND SERVICES”