Workplace Financial Education
Employer Sposored Financial Education Programs
Why Offer Financial Education?
Financial education in the workplace has been proven to:
- Increase employee productivity and reduce stress
- Increase employee loyalty and morale
- Reduce employee turnover
- Increase retirement plan participation
- Increase contributions to retirement plans
- Improve portfolio diversification
- Support ERISA 404(c) compliance
Additionally, workplace financial education can provide employees with invaluable business management skills, increasing their potential for promotion and value to the company. The personal nature of money management provides a common ground to teach complex business management skills and techniques to assist employees in meeting financial goals.
Wiser's Financial Education Program Offers Classroom and Web-based Training Options
Financial Topics Include:
- Setting Financial Goals
- Budgeting
- Avoiding Budget Busters
- Funding for Emergencies
- Funding Your Goals
- Reducing Debt
- Planning Your Retirement
- Maximizing Your Company Benefits
- 401(k) Nuts and Bolts
- Reaching Goals
- Considering Your Options (if you are not on track to reach goals)
- Investing in your 401(k)
Wiser Financial Coaching, LLC has licensed its workplace financial education materials from the EDSA Group, Inc. The EDSA Group has been developing financial education materials since 1993.
To request more information, call Wendy at 919-477-3355 or e-mail at wendy@wiserfinancial.com.
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