Lunch n’ Learn Programs

D.B. Root & Company offers its Lunch ‘n Learn Program free of charge to companies and organizations looking to provide financial education to their associates.

About Lunch n’ Learn

In addition to our personalized wealth management solutions, we offer seminars, workshops and other informal programs to assist companies and organizations in educating their employees on important financial issues. D.B. Root & Company understands that progressive corporations and organizations want to provide their associates with resources for improving their financial knowledge. In order to help facilitate that effort, D.B. Root & Company offers its Lunch ‘n Learn Program, free of charge, to those companies and organizations looking to provide financial education to their associates.

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Your presenters: experienced and trusted advisors

At D.B. Root & Company, our professional, experienced presenters are knowledgeable in wealth management, as well as the needs of corporations and other organizations. When you schedule a Lunch ’n Learn Program through D.B. Root & Company, your associates are assured of getting the latest, most current information from knowledgeable professionals.

The program includes a 45-minute discussion on highly relevant topics with no solicitation of individual participants. Recent topics have included:

  • Asset Allocation for 401(k) and 403(b) Plans
  • How to Determine your Life Insurance Needs
  • Why having a Will and Powers of Attorney are so Important
  • How to Save for College Education
  • Income Tax Planning Ideas for Everyone
  • Global Investing in a Changing World
  • Long-Term Care Insurance – Do You Really Need It?

To arrange for a Lunch ‘n Learn Program for your business, contact your D.B. Root & Company advisor or Jack Carroll at 412-227-2800 or jcarroll@dbroot.com.