Improving financial lives
one organization at a time
Our complimentary financial wellness workshops provide your employees or members with the knowledge, resources, and confidence to prepare for their financial future.
Enhance Financial Knowledge
Improve Money Management Skills
Increase Confidence and Empowerment
Reduce Financial Stress and Improve Well-being
Enhance Your Benefits Program
As an organization, you’ve made a significant investment in your employee benefits program. Let our workshops help you maximize your employees’ engagement with an understanding of your company’s benefits program and the critical role they play in their overall compensation.
Organizations We’ve Worked With
How it Works
Our complimentary, no-obligation financial education workshops run for approximately one hour each, including time for Q&A. They’re conducted by licensed and experienced CERTIFIED FINANCIAL PLANNER™ professionals and can be held at locations and times that fit your scheduling needs. These workshops do not discuss the products and services of Williams Asset Management and are for educational purposes only.
Discover the Power of Financial Wellness
Source: American Psychological Association
Source: Lincoln Financial Group
Workshop Topics
Our workshops are intended for employees or members to compliment benefits for an organization. The topics are customizable to fit the business.
- Retirement Planning, Social Security, and Medicare
- Asset Allocation and Investments
- Understanding Insurance: Life, Disability, and Long-Term Care
- Legal Lessons for Life: Wills, Trusts, and Issues of Aging Parents
- College Planning
- Tax Planning
- Home Buying and Mortgage Strategies
- and many more
To find out more information about our Financial Wellness Workshops, contact us: financialeducation@williamsasset.com
The Society for Financial Awareness
SOFA is a 501(c)3 Non-Profit Organization that has been providing financial literacy workshops to employees of companies such as Disney, Lockheed Martin, and PayChex since 1993. In 2019, Williams Asset Management founded the Mid-Atlantic Chapter of SOFA. Our team provides Pro Bono services to the local community by conducting free financial wellness workshops.
When I reached out in the beginning of the pandemic back in 2020, I was looking for a way our agency could still get needed financial education for all of our employees. We had just canceled our Financial Awareness in-person fair and I had just taken on the role of program manager. The last time I had a financial class was my senior year of high school so to say I was worried about how to tackle this problem was an understatement. After speaking with Nick Ibello and Brian McKinney I knew I had a good team. In the first year we used the Mid Atlantic Chapter of SOFA we completed 12 webinars over a 4 week timespan and had close to 2000 employees attend the various sessions. Previously our in person event only netted 300 and that was considered a success by the previous program managers. When I looked at the polling and the amount of emails of commendation I received, I knew we
Since early 2020, Nick Ibello of SOFA has been presenting Financial Wellness webinars to our employees. We have really appreciated how Nick incorporates our benefits and programs into his discussions about the presented topics! Having webinars about topics that are not always front-of-mind and are sometimes daunting or not pleasant to think about helps get us prepared for when we need to make some of life’s most consequential decisions. We greatly appreciate our partnership with Nick Ibello and the SOFA team!