You’ve already been teaching members how to buy
a car or house, save for their retirement or even simple
financial planning through your printed newsletters and
other educational materials. But with over 62% of
households (source: www.census.gov) having access to the
Internet, why not offer your members a variety of new educational
services to help them increase their financial knowledge,
money management skills and/or to teach them special retirement
planning classes online? We can help you put together and
offer online financial education custom for your members.
Here are the services we can provide to help you build
an Online Financial Education Program:
We help you create/purchase the content.
We format the materials for online classes.
We build an interface for members to register for the
online classes.
We develop the script and follow-up email to remind
members of the class they signed up for.
We arrange for a speaker to present the information
to your members.
We create the follow-up materials to generate leads
after the online class/workshop.
We create a seminar on-demand library that can be viewed
at any time by other members.
It’s the new way to educate members and build relationships.
444 N Harbor Blvd., Suite 208, Fullerton, CA 92832
PO Box 10218, Fullerton, CA 92838