Empowering employees with knowledge is essential to building a financially confident workforce. Our educational offerings are designed to help individuals make informed decisions about their retirement, benefits, and equity awards — while supporting your organization’s broader goals.
On-Site + Virtual SEMINARS
- Content tailored to plan sponsor needs
- Delivered by OpenArc professionals knowledgeable in company benefits and culture
- Traditional and panel-discussion formats
- Engaging benefits fair coverage 


One-on-one Financial Wellness Consultations
- In-person or virtual delivery
- Employees drive discussion topics
- Delivered by licensed OpenArc Financial Advisors
- Solicitation not permitted
ENGAGING WEBINARS AND SEMINARS
- Get to Know Your Stock Awards
- Using Rule 10b5-1 Trading Plans
- Next Gen: Wealth Transfer
- Planning for College Expenses
- Homeownership: Let’s Do This
- Making the Most of Social Security
- Retirement: How Will I Pay for Health Care?
- Women and Finance
- How Your 401(k) & HSA Work Together
- Caregiving: Be Prepared
- Personal Finances: Where to Begin
- Investing: A Deep Dive
- Veterans and Finance: Mission Possible