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.