WEALTH MANAGEMENT | WORKPLACE SEMINARS

Why financial wellness education?

The data is overwhelming. Nearly two-thirds (64%) of all American workers cite financial concerns as their principal source of stress1 – stress that impacts their health, their relationships, and their work. Employers see it, and more than 80% of retirement plan sponsors say they intend to increase their focus on financial wellness. In reality, however, only one in five have taken any action.2

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Introducing our Financial Education Seminar
(FES) program

Our passionate belief in improving people’s financial lives drove us to design and develop a financial wellness program that not only educates and empowers attendees to make better financial decisions, but it also inspires them to take a more active role in preparing for their financial future. For more than a decade, we’ve been collaborating with local, national, and multi-national organizations to:

  • Align a custom financial education program with their benefits program
  • Conduct seminars on a range of financial topics – from retirement planning and investing to tax, education, and estate planning
  • Increase employee plan participation, deferral rates, and productivity due to reduced financial stress
  • Provide employees with the peace of mind that their firm truly values their financial well-being

These complimentary, no obligation financial education seminars run about an hour in length (including a Q&A session). They’re conducted by licensed and experienced professional financial advisors and can be held at locations and times that fit your scheduling needs.

As an employer, you’ve made a significant investment in your employee benefits program. Let our seminars help you maximize your employees’ engagement with and understanding of these products and the critical role they play in their overall compensation.

Want to learn more? Please contact us here.

1 American Psychological Association 2015

2 AON Hewitt 2016 “Hot Topics in Retirement & Financial Well-Being”