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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.