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

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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.