Empowering employees with knowledge is essential to building a financially confident workforce. Our educational offerings are designed to help individuals make informed decisions about their retirement, benefits, and equity awards — while supporting your organization’s broader goals.
On-Site + Virtual
- Content is fully customizable per Plan Sponsor Need
- Delivered by experienced OpenArc team members
- Thoughtful tracking of outcomes to drive future engagements
One-on-one Financial Wellness Consultations
- Benefits fair support (in person & virtual)
- Education/Seminar support
- Panel Discussion (in person & virtual)
Sample Menu of Offerings
- Understanding your stock awards
- Managing your student loans
- Education Expense Planning
- Preparing for Homeownership
- Maximizing Social Security
- Heath Care costs in Retirement
- Financial Tips – age specific
- Financial Matters for Women
- Early Retirement Trend
- 401k and HSA
- Journey of caregiving
- Roth 401k
- Financial Fundamentals
- Coping with Market Volatility
- Investing Beyond the Basics