Quick Learning

For Human Capital Professionals and their Employees.

We understand that not only are employee benefits, investments and financial planning concepts tricky and time consuming to explain to staff, we appreciate the difficult position employees sometimes put you in by asking questions that may fall into the legal definition of financial advice. The shorts below answer the most common questions employees have about their company benefits, in simple everyday language.

In support of you we will be adding to these over time, covering additional relevant topics. Please feel free to pass these on to your employees by sharing a link to this page.

Videos to come:

• Thinking about your investments
• Options when you resign
• Options when you retire
• Choosing a financial advisor