Empower your Employees through financial literacy seminar

Financial Planning & Literacy

Seminar for Corporate Employees

Rubik Wealth is offering a Financial Planning & Financial Literacy Seminar for corporate employees. Financial literacy includes skills like planning, budgeting, and managing your money , which are important for reaching your financial goals. Since these skills aren’t often taught in school, many people, even successful ones, can feel unsure about their finances. That’s why financial wellness programs are becoming more popular.

For your next event, we offer,

  • Financial education presentations or a custom workshop.
  • Sessions on topics like budgeting, investing, and retirement planning.
  • Programs for both small groups or large audiences.

Methodology for Financial Success

Seminar

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Financial Planning

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Financial Literacy

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Retirement Planning

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Tax Planning

Workshop

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Live Demo

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Live Trade

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GPS (Goal Planning System)

Financial Desk

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Tax Planning

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Wealth Strategy

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Financing

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Wealth Products

Testimonials

{We organized a financial planning seminar and wealth strategy workshop for our employees and after meticulous research, we chose Rubik Wealth as our partner. Their expertise and professionalism were evident throughout the engagement. The seminar and workshop were well-received, with positive feedback from our employees regarding the quality of information presented and the engagement levels achieved. I highly recommend Rubik Wealth for any organization looking to enhance their employees' financial literacy and provide valuable wealth management strategies. Thank you, Rubik Wealth, for your excellent service and partnership!
5
Dev Ashish
Head Global Business, Innovative Infratech Solution
{we sought the best financial planning resource for our young employees and shortlisted Rubik Wealth from various contenders. The financial planning event they conducted was exceptional, exceeding all our expectations. I highly recommend Rubik Wealth for their outstanding financial planning expertise and their ability to connect with and educate young professionals.
5
Manoj S
Director, Deals of Loan
{I always strive to provide valuable resources for our employees' well-being and financial security. We recently engaged Rubik Wealth to conduct a financial planning seminar for our team, and the feedback has been overwhelmingly positive. Rubik Wealth delivered an exceptionally informative and engaging seminar, tailored to our employees' diverse financial needs and goals. Their expertise, professionalism, and ability to simplify complex financial concepts were highly appreciated by everyone. The seminar not only educated our employees but also empowered them to make informed financial decisions.
5
Ravi M
Founder, Osel Tech
{For our employee’s financial wellbeing we do a regular financial health checkup campaign with Rubik Wealth as one stop wealth strategy solution partner. The feedback from our employees has been overwhelmingly positive. Moreover, Rubik Wealth's commitment did not end with the seminar and workshop. They have continued to engage with our employees, providing ongoing support and personalized solutions. This proactive follow-up has significantly enhanced the overall experience, ensuring that our team feels supported and empowered to make informed financial decisions. I highly recommend Rubik Wealth to any organization looking to offer their employees top-notch financial planning and wealth management strategies. Thank you, Rubik Wealth, for your exceptional service, dedication, and for making a meaningful impact on our team's financial future!"
Anshika Singh Rubik Wealth Testimonials
5
Anshika Singh
HR Head, Limitless Mobility Solutions
5
{We organized a financial planning seminar and wealth strategy workshop for our employees and after meticulous research, we chose Rubik Wealth as our partner. Their expertise and professionalism were evident throughout the engagement. The seminar and workshop were well-received, with positive feedback from our employees regarding the quality of information presented and the engagement levels achieved. I highly recommend Rubik Wealth for any organization looking to enhance their employees' financial literacy and provide valuable wealth management strategies. Thank you, Rubik Wealth, for your excellent service and partnership!
Dev Ashish
Head Global Business, Innovative Infratech Solution
5
{we sought the best financial planning resource for our young employees and shortlisted Rubik Wealth from various contenders. The financial planning event they conducted was exceptional, exceeding all our expectations. I highly recommend Rubik Wealth for their outstanding financial planning expertise and their ability to connect with and educate young professionals.
Manoj S
Director, Deals of Loan
5
{I always strive to provide valuable resources for our employees' well-being and financial security. We recently engaged Rubik Wealth to conduct a financial planning seminar for our team, and the feedback has been overwhelmingly positive. Rubik Wealth delivered an exceptionally informative and engaging seminar, tailored to our employees' diverse financial needs and goals. Their expertise, professionalism, and ability to simplify complex financial concepts were highly appreciated by everyone. The seminar not only educated our employees but also empowered them to make informed financial decisions.
Ravi M
Founder, Osel Tech
Anshika Singh Rubik Wealth Testimonials
5
{For our employee’s financial wellbeing we do a regular financial health checkup campaign with Rubik Wealth as one stop wealth strategy solution partner. The feedback from our employees has been overwhelmingly positive. Moreover, Rubik Wealth's commitment did not end with the seminar and workshop. They have continued to engage with our employees, providing ongoing support and personalized solutions. This proactive follow-up has significantly enhanced the overall experience, ensuring that our team feels supported and empowered to make informed financial decisions. I highly recommend Rubik Wealth to any organization looking to offer their employees top-notch financial planning and wealth management strategies. Thank you, Rubik Wealth, for your exceptional service, dedication, and for making a meaningful impact on our team's financial future!"
Anshika Singh
HR Head, Limitless Mobility Solutions

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