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For businesses
Financial education to help secure your financial future

Your well-being starts with access to financial knowledge and resources. Your employer has collaborated with Principal® to bring you financial employee education.

Aspen Residential
Conference room with business colleagues attending a presentation.
Two business colleagues comparing data using a calculator and laptop.
A team built with you in mind

Financial wellness is about more than just numbers. Our Principal® Financial Network (PFN) Employee Financial Education Program (Program) provides you with resources to improve your knowledge and help increase your confidence to make informed decisions for your future. Through our program, you will gain access to education and one-on-one support from a member of our PFN, our nationwide affiliated group of financial professionals.
What to expect

This program is designed to meet you where you are in your financial journey.

Focused financial education
1-on-1 consultations
Get started today!

Register for one of our upcoming sessions.
Tuesday, August 18, 2026

Retirement savings options, common factors, and consideration

Topic: Retirement savings options, common factors, and consideration

Location: Onsite

Register for onsite session
Thursday, August 20, 2026

Retirement savings options, common factors and considerations

Topic: Retirement savings options, common factors and considerations

Location: Virtual

Register for virtual session
Sergio Medoza
Have questions? Talk to a financial professional for a 1-on-1 consultation.

Sergio Medoza

Member – Principal® Financial Network

202-292-5926 mendoza.sergio.m@principal.com Schedule a time on Sergio’s calendar

Guidelines and disclosures:

  1. Education only. The Program services provided by Financial Professional are for general education purposes only and should not be considered personal investment, legal or tax advice.
  2. No personal advice without engagement. The Program services do not establish a client relationship with the Financial Professional. Should an Employee wish to receive personalized financial recommendations, the Employee must first enter into a formal engagement with Financial Professional under a separate agreement.
  3. Potential conflicts of interest. While the Program’s financial education services are provided free of charge, Principal Securities separately offers products and services that may generate compensation and present certain conflicts of interest. If any Employee engages Financial Professional via a formal engagement, the Employee will receive full disclosures regarding costs and any conflicts of interest of such products and services.
  4. Ownership of Materials. All creative works, educational content, and logos provided by Principal Securities for use in the Program, including those contained on the microsite (“Materials”), are, unless otherwise stated, the property of Principal Securities or its affiliates. You agree your use of all such Materials is limited to your participation in the Program and upon exiting the Program you agree to cease all use and return all Materials.

Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Company®. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Sergio Medoza, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative (or Financial Advisor). Aspenwood Residential Rehabilitation is not an affiliate of any company of the Principal Financial Group®.