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If you are a business owner you know the value of understanding financial issues, and the necessity for planning ahead for your business. At the same time, the financial security of your employees also matters to you. Why? Employees whose minds are at ease about retirement, college savings and other important financial issues are more positive and better able to focus on their jobs. That means a more productive and profitable workforce for your business.
Gray Equity Management, LLC can help your company provide employees with beneficial information and guidance they need to make better decisions about their finances. It’s a great employee benefit, and we can do it at minimal cost to your business.
Financial education offers benefits to both your employees and your business. Employees gain access to information they can use to make sound financial decisions, and the tools to better understand how to maximize the value of the employee benefits offered through the company.
Your company gains a better educated and more confident workforce, which helps to increase productivity and employee retention. Equally important, providing financial education to employees reduces future exposure to litigation and helps fulfill the company’s fiduciary responsibilities.
Gray Equity Management, LLC will design and present an engaging, informative workshop (or series of workshops) for your employees, either in small groups or in a larger presentation. Each workshop is specifically formulated to fit the demographic of the employee group. We have presented workshops to the employees of companies of all types and sizes, privately held as well as publicly traded.
Among the topics on which Gray Equity Management, LLC has addressed with employee groups are:
• The ABCs of College Funding
• Life Insurance 101
• Retirement Planning Essentials
• Estate Planning: The Family Love Letter
• Employment Transitions (after layoffs)
• Elder Care Planning
Our firm may also be engaged to meet with participants on a one-on-one basis, on-site, as a follow-up to the workshop.
In addition to presenting to employees, Gray Equity Management, LLC offers comprehensive wealth management services that may be provided as a benefit to your company’s management team. Eligible employees for this service are typically allocated a specified number of hours of planning annually. We can even provide income tax planning and preparation through Gray, Gray & Gray, LLP.
We welcome the opportunity to discuss these services with you in more detail.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through Gray Equity Management, LLC. Gray Equity Management, LLC and 1st Global Capital Corp. are unaffiliated entities. We currently have individuals licensed to offer securities in the states of CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, NH, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA, VT, WI and WY. This is not an offer to sell securities in any other state or jurisdiction
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