Employee Financial Wellness

When employees are stressed financially their health and productivity can suffer. The IFEBP (International Foundation of Employee Benefit Plans) report, Financial Education for Today's Workforce: 2016 Survey Results, includes responses from organizations in the U.S. and Canada. Employers—typically, HR benefit managers—revealed that their workers are struggling and stressed over:

Debt (66 percent of respondents).
Saving for retirement (60 percent).
Saving or paying for children's education (51 percent).
Covering basic living expenses (48 percent).
Paying for medical expenses (36 percent).

As a result, we not only offer Retirement Plan Education, we now offer cutting edge, web-based Financial Wellness Services through strategic partnerships, as well as live Education Workshops on a variety of financial wellness topics to include:

Creating a Budget
Financial Goal Setting
Investment Basics
Planning for College
Planning for Retirement
Retirement Income and Rollover Planning
Basics of Estate & Legacy Planning
Planning for Long Term Care
Protecting a Family
Protecting your Income

Live seminars are offered at minimal cost to the employer to cover staffing and seminar materials. Contact us today about creating a Financial Wellness curriculum for your valued employees.