Financial Workshops, LLC has offered educational financial planning workshops to the private and public sectors since 1988. Our goal has always been to provide the highest level of service and education to ensure successful financial futures. Workshops are specifically tailored to meet your needs. They are purely educational with absolutely no specific product or service endorsements.

Our job is to make YOU look good. We reinforce that you are doing what is right for your employees. This builds morale and improves productivity!

Our workshop leaders are experienced financial planning professionals with outstanding presentation skills and the highest credentials in the financial industry. All presenters are CERTIFIED FINANCIAL PLANNER™ practitioners. Our professional prepared and presented materials are top-notch. Read our testimonials to see first-hand what others say about the quality of our presenters and our workshops!

How We Work With You

All courses are delivered in a lively and interactive manner that maintains the involved attention of the participants and ensures that they are able to take action on what they learn. Instruction reaches all levels of participant understanding and appreciation. The workshops are solely educational. There are no product sales or pitches involved.

We will gladly come to your workplace or conference hall of your choice to meet with your employees and provide the financial education they need to make smarter money-related decisions. Or, if time and geography are factors for your employees, you may wish to consider having us provide a virtual seminar (we call it a Web-inar) for your employees.

All workshops are customized for your organization. And our wide range of core offerings will appeal to all levels of employees. So, whether you are looking for a comprehensive financial management workshop, a new hire benefits review seminar, a mid-career wealth accumulation presentation or a getting-ready-for-retirement seminar, chances are you’ll find what you are looking for in our course catalog.

When you are interested in bringing the best to your employees, call Financial Workshops, LLC.

Experts in Corporate and Federal Sector Training

Financial Workshops, LLC, is the premier training organization for corporations, federal agencies and employees. With over 20 years experience, founder and workshop leader Randall P. Hallier, CFP®, is an acknowledged expert on issues related to compensation, benefits and retirement programs for corporate and federal employees.

Randy has a real passion for helping people make smarter financial decisions. The roots of his financial planning and advisory career took hold when he was a very young boy. You see, when his father died, Randy was just three years old. An untimely death and lack of proper financial planning forced his mother to seek work immediately. Thankfully, Randy’s grandparents assisted in caring for him, but money was still very scarce in his home. “I remember my mother staring into an often-bare refrigerator and sobbing,” says Randy. “I felt as helpless and scared as she did.”

When it was time for college, Randy decided to major in education. Because he had experienced early on the need for financial education, he grew ever more passionate about helping people avoid needless stress and potential financial calamity. Ultimately, he committed himself to role in which he could educate the public and assist families in both realizing their financial dreams and protecting their loved ones.

At Financial Workshops LLC, the words Knowledge is Power: Learn to Make Smart Money Decisions Now™ are more than “just” a tag line. Helping people gain the knowledge they need – and apply it wisely – is our mission, our livelihood and our passion.

Educating your employees to make smart financial decisions isn't just our profession – it's our passion. Complete our Request for Proposal form now.