SELECT 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: 2018 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 (70 percent of respondents).
• Saving for retirement (61 percent).
• Saving or paying for children's education (55 percent).
• Covering basic living expenses (48 percent).
• Paying for medical expenses (39 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.

View the latest Financial Stress Research and see how Financial Wellness can dramatically improve Retirement Preparedness for your employees. Click Here