Employee Education

 Take Charge Workplace Workshops 

Through Deephaven Financial, employers can offer their employees a valuable benefit through on-site financial education workshops.  Workshops can help employees better understand the value of their employer sponsored benefits, simplify and organize personal financial goals and add to employee satisfaction.

Workshops are educational and available on a variety of financial planning topics and delivered personally by David Matteson, CFP and President of Deephaven Financial.  There is no cost or obligation to employees and no cost/minimal time on the part of the employer through our 3 Step Implementation Process. 

3 Simple Steps to Implement Your Own Work Place Workshops 

1. Select Topics and dates for your work shops
2. Send out announcements and gather RSVPs
3. Provide meeting space the day of workshop

There is really nothing else to worry about.  We will review materials, calendar and presentation plans in advance.   Deephaven will supply workbooks & presentation on workshop date and collect feedback for review.

In addition to recieving the workshop and related workbooks, employees will have the option to follow-up with us and schedule a no cost consultation.  This added benefit allows attendees to relate workshop topics to their own circumstances and address more specific questions in a private setting.

For more information contact us today.