Financial Wellness Seminars Targeted To Your Goals

Your Financial Wellness program will be customized for the specific needs of your employees, constituents, and organization. After a discussion of your goals and needs, a curriculum will be developed to specifically meet the needs challenging your organization. Below are examples of topics designed to meet specific goals of an organization.

Goal: Increase Benefits Participation Rates

Seminars designed to increase engagement in the employee benefits plan and to help position the company’s benefits package as a desirable component of the total compensation package.

  • Understanding the Benefits of Your Employee Benefits

  • The True Value of Your Company Retirement Plan

  • Lowering Your Taxes with Company Fringe Benefits

Goal: INOCULATE Against Predatory Financial Practices

These advocacy seminars help attendees understand the financial services industry and protect themselves against questionable or predatory practices.

  • Fiduciary Standard: When advice does & doesn’t have to be in your best interest

  • Commissioned Financial Products & Hidden Conflicts of Interest

  • Annuities: The Good, The Bad, & The Predatory

  • How to Interview and Investigate a Financial Adviser

Goal: Attract young talent

These seminars are designed to offer young talent a differentiated benefit and motivation to stay with the organization by dealing with the issues foremost in their mind.

  • Strategically Dealing with Your Student Loans

  • Affording Your Child’s College Education

  • Planning to Purchase Your First Home

  • Personal Finance Steps for the Engaged & Newlyweds

Goal: Support Employees Nearing Retirement

Seminars designed to help those nearing retirement comfortably transition into the second half of their life.

  • Planning Retirement* & Understanding Social Security/Pension

  • Social Security & Medicare Options & Claiming Strategies

  • Annuities: The Good, The Bad, & The Predatory

  • Your Retirement Investment Portfolio and Withdrawal Planning*

Goal: Decrease Financial Stress

Topics designed to help attendees manage their finances, reduce financial stress, and be able to more consistently focus on their job.

  • Building a Budget That Doesn’t Control You

  • Managing Loans and Eliminating Harmful Debt

  • Deciphering & Improving Your Credit Score

  • Investing Fundamentals and Portfolio Management*

  • Tax Planning & Legal Tax Avoidance Strategies

  • Buying Insurance without Overbuying or Overpaying

*For SEC compliance, investment-related seminars are provided through Purposeful Strategic Partners, a Registered Investment Adviser firm. There are no additional costs or changes in the program when this occurs.

Custom curriculum can be created to meet the specific needs of your organization, employees, or constituents.