Empower your Employees through

Financial literacy seminar

Empower your Employees through

Financial literacy seminar

Rubik Wealth presents a Financial Planning & Financial Literacy Seminar for corporate employees. Financial literacy means financial planning, budgeting and control, which are essential for achieving one’s financial goals. Financial literacy is rarely taught in schools; very few of us learn about money while growing up. That lack of education means even the smartest and most successful people are often confused about their finances. As a result, financial wellness programs are gaining in popularity.

For your next event, choose from one of my various financial education presentations, or we can create a custom workshop. Whether it is a small group or a large auditorium, I’ve got you covered.

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

N

Live Trade

N

GPS (Goal Planning System)

Financial Desk

N

Tax Planning

N

Wealth Strategy

N

Financing

N

Wealth Products

Testimonials

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.

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Ravi M

Founder Osel Tech

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.

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Manoj S

Director Deals of Loan

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!

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Dev Ashish

Head Global Business Innovative Infratech Solution

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!

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Anshika Singh

HR Head Limitless Mobility Solutions

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