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Financial Education
Live & On-Demand

Would you like to help your teams learn how to get financially organized, create financial priorities, or take control of their finances? We have concise on-demand and live-virtual educational webinars where your teams can learn when it's convenient for them!

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Personalized Planning
with a Professional

Whether you're still finishing up school and about to graduate or you've been working for a few years in an Activator Team, now is the time to be starting to plan. Our team can help you navigate your financial future and build financial security.

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Areas of Specialty

Learn about our comprehensive suite of services.

We tailor comprehensive plans to safeguard both employers and employees, ensuring financial protection in the face of unexpected health challenges, and offering peace of mind for the entire workforce.

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Our team is dedicated to providing businesses with customized plans that not only protect employees' families but also contribute to a robust employee benefits package, fostering a secure and supportive workplace environment.

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Navigating the intricacies of retirement planning, we specialize in designing 401(k) Qualified Plans that empower employees to build a solid financial future, offering tax advantages and strategic investment options for long-term wealth accumulation.

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In the realm of business continuity, we specialize in crafting Buy-Sell Agreements that provide a clear roadmap for the transfer of ownership interests, ensuring a seamless transition during key events such as retirement, disability, or the unexpected departure of a business partner.

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Our specialization aims to attract, retain, and reward top talent within your organization. We design strategic benefit packages that align with your business objectives, fostering a competitive edge in the recruitment and retention of key executives.

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Does Nucleate need someone to present an engaging and informative seminar/webinar on one of the financial topics you see on our site? Pat Hauge has been a speaker for over 5 years and has been invited to speak at various venues on financial topics. His easy-to-follow and down-to-earth presentation style empowers audiences to quickly comprehend financial themes and to take action to lead more organized financial lives.

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