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Copyright ©2020 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

Corporate Training by Kathy

Would your workforce benefit from a financial literacy expert? Do your employees have questions about things like their W-4 or 401(k) contributions or pay advances? I provide information to:​


Help Your Employees

  • understand employment-related financial actions

  • make better financial decisions

  • understand how contributing to a company 401(k) saves money in the long run

  • find the answers to questions they are afraid to ask

Help You, the Employer

  • access to a financial expert with the answers, relieving you and your managers of the risk of giving out mis-information

  • yield more participants for your 401(k) plan while helping your employees save for their futures

  • fewer distractions and less worry means greater productivity at work

  • provide the basis for a sound financial future