Twenty years ago, forward-thinking organizations began providing financial education to their employees in order to help them understand and appreciate the full value of their total compensation package. Today, that is still the primary motivation for this type of program. However, the growing complexity of benefits/compensation plans and the myriad of investment choices have brought about an even more compelling reason for employee financial education.

Today, providing financial and investment education to employees is no longer considered a “perk” but a requirement. Companies have an obligation to provide the proper education and information to help employees make the right decisions about their retirement funds.

• Unbiased, Non-Product Driven Approach: Unlike broker-sponsored seminars, Brick & Kyle has a completely objective perspective about financial planning. Our education-oriented seminars are provided on a fee basis, and therefore, are not driven by specific product or commission incentives.
  
• Highly Trained, Mature Professionals: Our staff of Certified Financial Planners (CFP®), investment advisors and Charter Life Underwriters (CLUs) are highly trained and experienced in translating complex information into terms that employees at all levels can understand.
  
• Comprehensive Knowledge of Benefit Programs: The Brick & Kyle team has an in-depth understanding of all aspects of employee benefit programs, from defined contribution plans and defined benefit programs, to the most complex executive compensation plans.
  
• Outstanding Track Record of Success: Brick & Kyle has conducted hundreds of financial seminars and provided financial counseling to countless employees over its 20+ year history. We have consistently exceeded the expectations of our client companies with our personalized service, outstanding knowledge base and quality presentations.