Financial Wellness Workshops

Service Description

Typically, financial wellness programs and workshops are a top-tier benefit that previously were only offered by some Fortune 500 companies to their employees. We’ve made this benefit accessible to small and mid-sized companies. This workshop will work to reduce or alleviate many of the financial questions employees bring to the human resources department by providing a forum for employees to ask questions. Our Financial Wellness program has three components: • We can provide financial education workshops on a variety of topics. • We offer each employee the opportunity to have a customized financial game plan created either on-site or in the comfort of their own home. • We can assign each employee their own financial representative to answer any questions he or she might have

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