Group Offerings

Seaport Financial Education is available for group presentations. Pricing is custom based upon the needs, frequency and size of the group. Here are some examples of how we can help:

• Workplace Workshops - We help employees navigate their options and make informed investment decisions. We help employers that offer retirement savings plans satisfy their ERISA 404c Employee Education obligations.

• Schools - We can work with your students to educate them about investment basics, risk and goal planning.

• Nonprofits and Community Centers - We deliver life changing education to underserved populations.

• Summer Camps/Sports Teams - We offer a unique program where we present to camp attendees and sports teams. It's a great value-add for the camp or team.