Prominent Financial Advisor Offers Workshops to Companies, Employees

LOS ANGELES (PRWEB)
February 02, 2022

Award-winning financial advisor Winnie Sun is offering no-cost, virtual workshops for companies who want to help their employees become better stewards of their own finances.

Through the company she founded, the Irvine-based Sun Group Wealth Partners, Sun has provided financial insights to scores of clients and has reached many more through her popular social media chats and as host of “LevelUp with Winnie” on Nasdaq, Amazon Fire and Roku. She is a regular personal finance contributor on Good Day LA, Fox News and Digital Trends, among others.

Now Sun is offering her expertise to companies who want to help their employees become smarter money managers. Sun said her online seminars are part of her company’s “mission to spread financial education and increase financial literacy.”

Popular topics include “Steps for Financial Success This Year,” “Retooling Your Finances,” “Savvy College Savings Advice,” “Important Retirement Preparation and Planning Steps,” and “Assembling Your Financial First Aid Kit. There are also budgeting workshops and tax preparation advice, to name just a few.

Sun also can put together workshops tailored just for specific needs and to suit an individual company’s interest.

Employers who would like to take advantage of this no-cost offer may contact Rebecca Bellamy by emailing Rebecca@sungroupwp.com or by visiting https://www.winniesun.com/companyvalue.

A survey by ClearCompany found 68% of employees say training and development is a company’s most important policy and Sun can bring a wealth of experience and expertise to those wanting to gain better control over their financial lives.

A member of the CNBC Financial Advisor Council and frequent Forbes contributor, Sun is named by Forbes on its list of America’s Top Women Financial Advisors. Among her other honors is being selected for the 2015 Investment News list of Women to Watch for her “ability to effect change in the industry, willingness to share her experience and her ability to give back to the community.”

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