Workplace Financial Wellness Seminars

73% of Americans rank their finances as the No. 1 stress in life¹

Financial stress is a prime cause of personal stress.

Financial stress not only affects both the health and the productivity of your employees, it affects the health of your business. Workers across all age groups have the same concerns about making ends meet. As an employer, keeping a loyal, productive and healthy workforce is at the core of your business.

Educating your employees on how they can gain control over their own financial independence, can be a driver for your success.

Financial Literacy is at the heart of what we do as a firm.

Our Workplace Financial Wellness Seminars give your employees the tools they need to create financial balance and freedom from financial stress. Response to our seminars has been extremely positive. Seminar evaluation surveys show that employees feel they get a value from the information provided while feeling more positive toward their employer for proactively offering assistance with their personal finances.