Employee Financial Wellness

Financial Wellness/Education
Studies have shown that financial stress can affect nearly half of a company's work force. That stress can affect job performance, absenteeism, and more. Financial Education can do a great deal to help employees at all levels gain greater control of their financial direction and future.
We offer simple, free virtual financial workshops on a range of topics that your employees can participate in at their convenience. If they have further questions we offer no-cost direct consultations to better assist them. Workshops cover such topics as:
- Investing
- Retirement
- Financial Fitness
- Social Security
- Special Needs Planning
- Estate Planning