Employer Services How we are different Mr. DeFrehn is both a Behavioral Finance Advisor (BFA™) and an Accredited Investment Fiduciary (AIF®). We combine the disciplines to elevate services for the Employer and the Employee. (We also cover the basics like traditional advisors.)Behavioral Finance helps employees lower stress levels and improve financial outcomes by helping them align their values, goals, and actions. One-on-one financial advice on topics beyond just 401(k)s. We customize financial workshops to employee needs and interests. Facilitate investment committees, create an Investment Policy Statement (IPS), conduct regular plan reviews, and regular RFPs to assure price alignment. 401(k) Retirement Plan Management This includes:Financial wellness workshopsOne-on-one Employee consultationsandInvestment committee guidanceInvestment Policy Statement (IPS) creation and annual reviewAnnual/Quarterly plan reviewsRegular RFPs (Request for Proposals) to assure price alignment. Financial Wellness Workshop This includes:Topics are based on the needs and interests of employeesEach workshop is customized to your companies planContent is delivered using behavioral finance advice strategies in conjunction with traditional financial advice to help participants get the most out of their time One-on-One Employee Consultations This includes:Employees can ask questions in a private settingAdvice is based on their specific situationAppointments can be booked 3 days a week with just 24 hours notice Give our system a try without commitment Financial Wellness Workshop with One on One Consultations In one day you can help employees who need it the most by providing one-on-one sessions to address their individual needs. Workshop and five hours of one-on-one sessions - $1200 One Financial Wellness Workshop In just one lunch break you can help your entire staff through a one-hour educational workshop designed around the needs of your workforce. Workshop only - $450. Topics of our recent workshops 401(k) basics10 ways to protect your nest eggProtecting your Financial Info401(k) cleanup - market, economic and 401(k) changesPersonal Financial Management401k and HSA investing20 Types of InvestmentsAsset allocation and rebalancingChoosing a Health Ins planCredit scores and debt managementFinancial checklistEstate PlanningInvesting basicsHow to help your parents with financesMental health and personal financeHow to handle market movement in your 401(k) and IRA Preparing to buy a homeRoth vs Tradtional 401(k)Wills, trust and estate planningRisk tolerance Remember we customize each workshop to the audience. To book an event... Name Email Address Phone Question Thank you! Oops!