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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 educational series. From nonprofits to Fortune 500 companies, we partner 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:

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

Cracking the Code on Your Retirement Plan
Your employer’s retirement plan is an essential part of your financial future. 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.

Retirement Income Planning: What To Do When Your Paycheck Stops
Learn how to figure out how much money you will need to retire and how to make it happen.

Preparing for the Unexpected
Covid-19 has all of us thinking about how to prepare for the unexpected. Learn how to protect your wealth and loved loves before something happens.

The Alphabet Soup Of Your Stock Plan
RSU’s, ISO’S, AMT? Learn to untangle the language of your company’s stock plan.