Our Goal  – Your Engaged and Happy Work Force

Your employees are the lifeblood of your organization and keeping them healthy, happy and motivated is crucial to your success.  Yet, increasingly we see that the financial worries of employees are hurting the bottom line of organizations -  lowering performance, increasing absenteeism and employee turnover.

Changing the game in employee education and financial wellness

Wouldn’t it feel good to be able to relieve your employees of their financial stress and give them greater confidence in their financial future?  Then, say yes to educational programming and help your employees start making smart decisions about their money.

Our classes, which are free of charge, will be led by expert financial planners who have the experience and breadth of knowledge to support our educational programming.  The classes are informative and will offer much-needed practical guidance to your employees on a wide range of topics including managing debt, preparing a budget, protecting your family or planning for retirement.

We know one-size doesn’t fit all so our team of experts will schedule a logistics strategy meeting with you to customize your program.

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We will customize your program

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1.

Determine your audience

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2.

Choose layout - classroom, one-on-one's, combination, ask the financial professional

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3.

Choose topics

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4.

Decide frequency of 
programs and length of recurrence

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5.

Review

Get started now!