Financial Planning Employer Toolkit

Resources to help you launch and promote your benefits program.

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!

Send Us Your Employee List

Upload your employee emails and we'll add them to the campaign. It's a secure, convenient way to get your employees engaged!

Share Our Subscribe Link

Don't have time to send out content yourself? Encourage your employees to subscribe by sharing the subscribe link above!

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.

The Five-Minute Financial Plan

April 17, 2024 | 3:00 PM (CST)

401(k), Rollovers, and Mega Backdoor Roth?

May 15, 2024 | 3:00 PM (CST)

Understanding Medicare

June 20, 2024 | 3:00 PM (CST)