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Financial Education for Employees

Our Process

Gary Schwartz leading a seminar in NY Court System

Our History

Rochelle Odesser leading a seminar at our White Plains Branch in Westchester County NY

Worksite Educational Programs

We believe education is vital to every employee’s financial success. Our team is available to provide lunchtime educational seminars to your employees on a wide variety of financial planning-related topics. To schedule a lunchtime seminar or to learn about our availability to present at your association’s upcoming conference, contact

Client Centered

Employees often look to their employers for help when it comes to navigating both their corporate benefits and their personal finances, but it’s rare that an organization has the in-house resources to deliver a truly value-added educational program.

Whether you’re a plan sponsor for a 401(k) or 403(b), or a human resources professional with the goal of delivering low-cost, high-impact services to your employees, Madison Planning Group can help. We work with private corporations and public agencies to create customized educational programs designed to help your employees achieve retirement readiness and build greater financial confidence through better, more informed financial decisions.

While every organization’s needs are unique, here’s a quick look at the topics to consider as part of an education program that delivers the services most valued by employees:

  • Leveraging Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), and Legal Services plans to reduce out-of-pocket costs and minimize taxes.
  • Navigating stock option plans to gain the greatest long-term value.
  • Making the most appropriate selections in your 401(k) or 403(b) plan to help build a more secure retirement.
  • Creating a personal financial plan to help you save, invest, and plan for the future—all while keeping your debt to a minimum.
  • Planning for your future: from college funding, to caring for aging parents, to the wholly unexpected.
  • Protecting your income and your family with the right insurance plan, including Health, Life, and Disability Insurance.
Client Centered

Our services include personalized financial assessments and guidance for your employees, as well as a powerful combination of workshops, webcasts, online calculators and self-help tools—all designed to help participants gain a greater understanding and appreciation of their employee benefits and take action toward achieving their personal financial goals.

With nearly 20 years of experience working with a variety of professional associations and state organizations, our team has a deep understanding of union benefits—including pension benefits and deferred compensation—and the financial planning challenges of independent physicians, dentists, and pharmacists.

Using that information and our general knowledge of financial planning and investment management strategies, we work with individuals to build customized financial plans to help drive smart financial decisions that address each individual’s personal needs and goals. As part of the process, participants receive a “working report”—a physical financial plan that includes recommended allocations for 457 Deferred Compensation, 401(k), and other relevant plans . Once the recommendations are in place, we update the financial plan each year to be sure it continues to address the participant’s long-term objectives.

Some of our most popular sessions include:

Retirement Planning 101

Investment Planning 101

Maximizing Your Retirement Income

Getting the Most from Social Security

Women & Money: Closing the Gender Gap

Gender Fairness: Protect Your Rights

457 Allocations: Choices that Make a Difference

Your Pension: Today and Tomorrow

Estate Planning: It’s Not Just for the Wealthy!

Tax Planning that Puts More $ in Your Pocket

Protecting Your Biggest Asset: YOU! (Life, Disability, and Long Term Care Insurance)

Protect Your Retirement Income with an IRA Rollover

Paying for College: Options at Every Stage

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 800.222.2091