Employee Financial Wellness

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