Group Education Events
At Bright Budget, we believe that financial literacy is one of the most valuable benefits a company can offer its team.
Our Group Education Events are designed to help employees truly understand and maximize their benefits, aligning them with their personal financial goals.
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Pre-Event Planning & Due Diligence
Before the event, we gather detailed information about your company’s benefits package. Employees will also complete a short questionnaire to highlight their personal goals and priorities. This allows us to customize the presentation and individual sessions for maximum impact.
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Customized Company Benefit Presentations
We deliver tailored educational sessions that walk your employees through your company’s unique benefits package. From retirement plans to health savings accounts, we break it down in a way that’s easy to understand and actionable.
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One-on-One Personal Consultations
Following the group session, employees can book 15–30 minute private meetings to dive deeper into their individual benefit options and financial questions. These mini-sessions provide personal attention and help your employees create a strategy that fits their unique needs.
How it works
Discovery Call
We meet with your team to review your benefit offerings and discuss any specific areas of focus.
Employee Questionnaire
Each employee fills out a simple pre-event form to share their financial goals and questions.
Customized Presentation
We create and deliver a company-specific educational session that empowers your employees to fully understand and leverage their benefits.
Individualized Follow-Up
Employees can sign up for one-on-one mini-consultations to receive tailored guidance based on their situation.
Why partner with bright budget?
Clear, relatable financial education
Increased employee satisfaction and confidence
Personalized guidance without the high-pressure sales
A trusted CPA-led program with real-world experience
