Financial Wellness Workshops

Financial Wellness Workshops

The 2014 American Psychological Association’s “Stress in America” Survey indicated that 64% of U.S. workers say finances are their main source of stress. In working with individuals and retirement plan participants, we realize that less stress can improve productivity and increase retirement readiness.

Financial wellness needs to go beyond traditional 401(k) education. We provide a holistic financial education that is relevant to your unique needs—such as paying down debt, saving for college, or living within a budget.

Through our strategic partnerships, we can deliver financial wellness programs covering a broad array of topics—from budgeting and understanding retirement needs to creating a will and navigating Medicare supplements.

You can view more information on ourWorkshops throughout the year.