Your Employees are your most valuable asset!
But—are they in touch with their financial reality?
Our Employee Worksite Financial Wellness Program is designed as an Employee Benefit that fits your unique business and employee mix. Our in-house specialists will travel to your business to present various informational Employee Financial Wellness sessions based on employee interest. These sessions consist of the following financial topics:
- Retirement Account Investment Analysis & Advice
- Personal Income Tax Planning
- Social Security, Medicare and Elder Care Strategies
- Cash Flow & Budgeting Concepts
- Debt & Credit Analysis
- Personal Insurance
- Identity Theft
- Education Funding
Contact one of our Financial Wellness Specialists today to learn more