StraightLine offers a variety of courses and materials designed to give employees basic, usable information that become the building blocks of financial success and asset protection. Covering a wide spectrum of essential financial education, employees will be given the necessary basics to realistically plan for retirement, to effectively manage their accounts now and in retirement, to select a financial advisor, to identify the necessity of a Will or Trust, and more.
StraightLine’s primary method of delivering educational information is through our Educational Seminar Series. While this series has proven effective in addressing a wide variety of financial and investment matters, seminars can be created or modified to address virtually any topic of interest. These seminars are generally designed to be one hour in length including a question and answer period and can be delivered in person or online via live or recorded webcasts. An overview of our seminar series can be viewed by clicking here.
Brief examples of our recorded presentations can be accessed by clicking here: http://www.straightline.com/prok/video.html
StraightLine also produces an ongoing series of printed and online newsletters entitled “StraightTalk” that address timely market information, outline our research department’s investment outlook, answer common financial questions, etc.
Click here to view the latest edition of StraightTalk.
Let us help you establish your organization as a leader in providing for the financial security of your employees. StraightLine also provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We manage the account for you – making changes to allocations as needed. We also offer an advice-only management option. Please let us know your needs and we’ll get right back to you and provide you with “straight” answers to your questions.
Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local / 248.269.8366 • Toll Free / 877.EDU.403b • Email: firstname.lastname@example.org