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Workplace Financial Wellness Seminars

58% of employees feel they have little or no control over their finances...62% of them worry they won’t be able to pay their bills in the event of an unexpected income loss.

Client Centered

Financial stress is a prime cause of personal stress, which affects both the health and the productivity of your employees. Workers across all age groups have the same concerns about making ends meet.6  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.

Client Centered

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.

Available Seminar Topics include:

Empowering Women for Financial Freedom

Exploring Social Security

DI for Business Owners: Keep Your Business Sailing Smoothly

Deferred Income Annuities and QLAC

Love the Life You Live, Always – An Intelligent Choice for Income Protection

Empowering Everyone for Financial Freedom

DI for Professionals: The Short Course in Income Protection

Want to schedule a Workplace Financial Seminar with one of our Professionals? Fill out the Form below.

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