Financial Education Programs

Your Own Education Program

Proteus Advisory Services gives your organization the flexibility of a unique modular program that provides invaluable insights into investments, retirement planning and your group savings plan.

“Where do I invest? Which fund should I use?”

“Build Your Own Program” is our way to answer your members’ needs for relevant education and guidance, and help you fulfill your requirement as a plan sponsor for the most efficient use of your resources.

  1. Our Retirement Planning modules cover all the important facets of saving for retirement through the various life stages.
  2. Our Investment Management programs educate on key concepts that are relevant to your plan members and the role they play in successfully growing or preserving retirement assets.
  3. Your Plan series addresses the specifics of your plan and helps members make the most of the plan design and the options presented to them.

We offer a unique modular approach to investment and retirement planning education.

The modular design of the Proteus Advisory Services Education Program allows for a meaningful experience from the member’s perspective. The program is meant to blend investment education and retirement planning guidance to address top-of-mind topics at a level of complexity tailored to the audience. Our approach also helps you meet your requirements as a plan sponsor to use your resources most efficiently while enhancing the governance of your plan.

Delivery of the material also takes into account the composition of each demographic group in an effort to promote engagement and participation. We believe that giving all plan members the education and guidance they really need, in the format that truly leads them to connect with their future retirement obligations, will lead to increased awareness, confidence and engagement.