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Financial Education Partnerships

We partner with corporations and universities to provide employees and students with resources to help them achieve their financial goals.

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Financial concerns are top-of-mind for members of Generation Z and the Millennial generation. Many worry about their day-to-day finances and fear that they won’t be able to retire comfortably.

Live paycheck to paycheck and worry that they won't be able to cover their expenses

Live paycheck to paycheck and worry that they won't be able to cover their expenses (1).pn

Don’t feel financially secure

Are not confident they will be able to retire with financial comfort

Are not confident they will be able to retire with financial comfort.png
Don’t feel financially secure.png

Have taken on either a part- or full-time paying job in addition to their primary job

Have taken on either a part- or full-time paying job in addition to their primary job.png

Source: Deloitte Global Survey 2022

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Plan

Your dedicated alooola® Relationship Manager will discuss with you and your team what type of financial topics will be most relevant to your participants. Our team will then prepare materials based on your goals.

How It Works

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Present

You can schedule 1-3 presentations when our team will discuss your chosen financial topics with the participants and lead an open discussion.

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Support

All participants will be able to schedule meetings with registered financial advisors and open investment accounts.

Frequently Asked Questions

How do I know alooola®'s presentation isn't a sales pitch?

Answer: Time is valuable, and we won't waste yours! We're here to answer any questions you have and to see if alooola® is a good fit for where are in your life. 

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