Helping Business Owners & Their Employees Achieve Financial Wellness

Join us for an exclusive webinar designed for agents like you — working with business owner clients who want to provide financial security and guidance for their employees.

Thursday, March 20th – 10.30 AM to 11.15 AM PST

In this session, we’ll discuss how comprehensive financial planning can help business owners empower their employees, boost retirement savings, and address financial wellness challenges. You’ll learn:

• The benefits of personalized financial planning for employees
• How to overcome common misconceptions that limit access to financial planning
• Tools and strategies to modernize workplace financial education
• How to drive better engagement and financial outcomes

Financial security isn’t just for high earners — every employee deserves access to a solid financial plan. Don’t miss this opportunity to bring real value to your business owner clients and help them support their workforce.

Reserve your spot today!

Featuring Special Guest Speaker Orlando Cuevas, Regional Sales Director with Empower Financial Services.

Questions? Contact Jim Moore, Vice President of Retirement Services, at (949) 225-7145 or jmoore@cpsbenefits.com.