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Morgan newman and other females

Women and Wealth at Work

Through our years of experience, we’ve seen the retirement savings gap up close. We’ve had difficult conversations with women who didn’t properly save and invest for their future. It has become our mission to close this gap. Since retirement savings begins in the workplace, we created “Women and Wealth at Work” – a complimentary, on-site educational series. From nonprofits to Fortune 500 companies, we collaborate with employers and women’s employee resource groups to implement impactful and action-oriented financial workshops.

Over the years The Newman Group has presented to numerous organizations including Google, IBM, Facebook, Bristol-Myers Squibb, Walmart, Columbia University, and the National Organization for Women.

Join us in closing the retirement savings gap by bringing Women and Wealth at Work to your organization. Contact us today to get started!

Workshop topics Include:

Money 101…The 5 Steps to Building Your Financial Foundation 
Master the basics of personal finance – from creating a budget to the basic tenets of investing and everything in between!

Cut the Bull…The Bear Basics of Investing
Investing means having your money make money. Learn how to help make your money work harder for you.

Cracking the Code on Your Retirement Plan
Your retirement plan is an essential part of your financial future. Whether you work for a company or are self-employed, it’s important to understand how your plan works and what benefits you will receive.

A Smart Start to Social Security
Learn about how and when to start receiving your social security benefits.

Cracking the Code on Your Retirement Plan
Women face unique challenges leading up to and during retirement, including unequal pay, increasing longevity and higher healthcare costs. 

Estate Planning is for Everyone!
An estate plan is a map. This map reflects the way you want your personal and financial affairs to be handled in case of incapacity or death.