On-Site Company Classes

Would you like to offer your employees retirement planning strategies in alignment with your company benefits, and encourage employee participation? Our tailored program will help your employees gain a better understanding of the actions they can take and the strategies they can implement to improve their personal financial situation without leaving the office.

Our no-cost, no-obligation, comprehensive financial classes include the following topics:

  • Cash flow management
  • Tax planning
  • Estate planning
  • Risk management
  • Asset management


Why is it important for any company or association to provide formal financial education?

In today’s fast-paced, multi-media enriched environment, information flows so freely and frequently many of us become overwhelmed and simply tune out. Education from a qualified, experienced advisor can help your employees and members distill all that information. Our workshop will provide the tools they need to make sound financial decisions based on facts that will benefit them for the rest of their lives.

Questions? Contact Sonya Jones to learn more or to arrange a class at 360-657-8600, or email sonya@mcilratheck.com







Phone: 360-657-8600
Toll-free: 888-248-5077
Fax: 360-657-1819




This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....

By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of the McIlrath|Eck Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisor that takes into account all of the particular facts and circumstances of an investor’s own situation. Investing involves risk, including the loss of all or a portion of your investment. Nothing contained herein should be construed as a warranty of investment results. Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
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