Announcing The Program
Promoting financial planning resources to your employees has never been easier! We have the resources you need to promote awareness of this valuable benefit to your employees.
On the right you will find emails, PowerPoint slides and handouts that promote the services Two West has available to your employees. If you've sent us your employees' emails, we'll send these out for you. If you'd rather handle the communication, feel free to download, edit and send out anything you prefer.
To get traction with your team, we recommend sending 2 emails per week for 3 weeks.
Post Launch Email Campaign
After the program launch campaign, our monthly email campaign begins. Monthly newsletters and reminders of our monthly webinar are sent once per week.
Choose how to share these emails. Either send us your employee list or share our Subscribe link with your employees yourself!
New Employee/Open Enrollment
Let us do the heavy lifting when it comes to new employees. Provide the handout or the email on the right with your benefits info.
Is your open enrollment season approaching? Contact us so we can help you prepare!
Upcoming Webinars
Each month, we cover financial topics such as budgeting, investing, retirement planning, debt management, and more. Our workshops are open to everyone, regardless of current financial situation or level of knowledge.
Financial Foundations: Building a Solid budget
No matter where you are in your financial journey, having a budget helps you better understand your financial circumstances.
January 15, 2025 | 3:00 PM (CST)
Which IRA is Right for Me?
There are several IRA options available for investors; let’s discuss the differences together!
February 19, 2025 | 3:00 PM (CST)