Educated Investor

Learn the Bottom Line Benefits of the
Investor Education in Your Workplace® Program

Presented by the Investor Protection Trust, the Investor Protection Institute and the Educated Investor

Join us for a highly engaging and informative Webinar session where you can learn the valuable benefits of the Investor Education in Your Workplace® program, an outstanding and cost-effective, unbiased retirement education program for your employees.

This powerful program is available to you at no cost thanks to a grant from the Investor Protection Trust* and the support of the Investor Protection Institute, your state's securities regulator, and the National Credit Union Foundation.

What You'll Learn at the Webinar:

  • Discover best practices from a 2YR research project with 200+ employers and 8,000+ employees
  • Learn how the program works and find out how you can get involved in this highly valuable program at no cost to you.

Some of the Program's Benefits Include:

  • Average of 80%+ participation (compliance) with turn-key education strategies that work
  • Average of 40% improvement in participants' financial knowledge
  • 5% to 50% improvements in key financial attitudes and behavior
  • Improved member services resulting from increased employee knowledge

And you'll learn how your organization can participate in this highly valuable program at no cost.

Register now for this free, one-hour information Webinar!

Please select the Webinar you wish to attend and you will automatically be taken to the short registration page.

Wednesday
March 21, 2012
1:00 PM ET

Once you register, we will send you additional webinar information and an email reminder. We respect your privacy and will not share your information with anyone.

If you have additional questions, please contact us at: info@educatedinvestor.com

Register Now
Webinar Details

Duration:
60 minutes

Who should attend?
Senior management and Education and Training decision makers who are looking for an effective and unbiased employee investment education program that will benefit employees and translate into improved member services.


Presenters:

Jim Drogue
Vice President Credit Union Development, Wisconsin Credit Union League

A credit union veteran of 25+ years, Jim oversees planning, development, implementation and evaluation of The League's credit union development area. Among his many duties, Jim oversees The League's REAL Solutions initiative, and was a driving force to help develop the Investor Education in Your Workplace program and help expand the program to over 200 employers and over 8 new states.

Joe Saari
President /CEO, Precision Information, LLC

Joe is the President and CEO of Precision Information, LLC, the publisher of the Educated Investor® University which is the online delivery platform used by the Investor Education In Your Workplace® program. Joe is a Registered Investment Advisor, a former member of the Wisconsin Governor's Taskforce on Financial Literacy, and has been a featured speaker on dozens of financial programs on CNBC, CNNfn, Bloomberg, and many other media outlets.


Additional Speakers:

For information on other Webinar speakers, please click on a name to open a pop up window with additional background details.

Don Blandin
CEO, Investor Protection Trust

Lois Kitch
REAL Solutions National Program Manager, National Credit Union Foundation

Dave D. Mancl
Director, Office of Financial Literacy, Wisconsin Department of Financial Institutions

*This project is funded by a grant from the Investor Protection Trust (IPT). The IPT is a Washington, DC-based nonprofit organization dedicated to investor education. Since 1993 the IPT has worked with the states to provide the independent, objective investor education needed by all Americans to make informed investment decisions. Visit www.investorprotection.org.