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Worksite Financial Education

Investing in Employees' Financial Well-Being Makes Good Business Sense.

Top three reasons your company benefits by providing financial education to employees:

• Increased productivity1
• Benefit participation
• Liability protection

A growing body of research shows a direct link between workers’ financial stability and their productivity and performance at work.

Unfortunately, only 19% of workers are very confident that they’re doing a good job preparing for retirement.

The fact is, we spend most of our adult lives coping with financial issues, yet we receive virtually no formal financial education to prepare us for these challenges. By sponsoring a financial education program, you have the opportunity to improve your employees overall financial well-being and in return, improve their performance at the workplace.

In addition, a worksite program can help you fulfill your obligation to provide financial and investment education as the sponsor of a group retirement plan.

For more information on the benefits of worksite financial education, watch the short video presentation below.

We Offer Four Series of Financial Education Programs to Cover a Variety of Needs

Accelerated Debt Elimination

Accelerated Debt Elimination

We'll teach your employees the strategies that will enable them to get out of debt, including their mortgage, without spending one penny more than they're already spending.  No eating rice & beans, no cash envelopes, just straightforward, practical solutions that they can stay on track with.

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Passport to Retirement<sup>&#174; 2</sup>

Passport to Retirement® 2

Our flagship presentation, this class has a flexible delivery format allowing 4-10 hours of instruction to be presented in two or three-day sessions.  This course will help attendees to make sound financial decisions that can lead to retirement success:  define and create your retirement, assess the costs, evaluate sources of income (including Social Security), invest for the future, protect health and wealth, receive funds from retirement plans and manage estate distributions.

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College Planning Relief<sup> 2</sup>

College Planning Relief 2

Help your employees put their children through college without jeopardizing their retirement savings.  A series of four seminars to be presented quarterly for parents preparing to send their kids to college:

  • FAFSA Presentation
  • Middle School Presentation
  • Athletic Presentation
  • High School Presentation
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Lunch &#38; Learn

Lunch & Learn

Shorter presentations on a variety of financial topics including:

  • Retirement
  • Investing
  • Estate Planning
  • Insurance
  • Money
  • Lifestyle
  • Wealth & Wisdom EDU *
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These are strictly informational courses. You have our assurance that absolutely no "selling" or recommendations will take place during the course. At the end of the course, participants may be offered some type of analysis and/or complimentary consultation in the privacy of our office. They are welcome, but not required, to take advantage of this offer.

What Do You Mean When You Say Financial Wellness?, Viewpoint, 2020, Retirement Advisor Council.

2 Passport to Retirement®, College Planning Relief and Wealth & Wisdom EDU represent third party presentations and are not affiliated with Compass Financial Strategies or Regal Investment Advisors.

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