top of page

Financial Education Partnerships

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

​​

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

Your 401Ks Investment Fees Make a BIG Impact on the Wealth (4).png

Don’t feel financially secure

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

Your 401Ks Investment Fees Make a BIG Impact on the Wealth (6).png
Your 401Ks Investment Fees Make a BIG Impact on the Wealth (7).png

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

Your 401Ks Investment Fees Make a BIG Impact on the Wealth (8).png

Source: Deloitte Global Survey 2022

alooola website icons images mobile app (9).png

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

alooola website icons images mobile app (8).png

Present

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

alooola website icons images mobile app (7).png

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. 

bottom of page