Establishing and maintaining healthy spending and saving habits is as important
to one's well being as proper nutrition and regular exercise. Your employees can
achieve financial wellness – the balance between living responsibly today and
planning wisely for tomorrow – through a Financial Wellness
Program.
Financial wellness is not about money; it's about decision-making. A Financial Wellness Program can:
- Help your employees build awareness of their financial situation.
- Provide your employees education for establishing financial goals.
- Empower your employees to change their behavior and achieve their
goals through informed choices in financial planning process.
The road to realizing financial wellness starts in the classroom, boardroom
or any convenient setting where your financial advisor can
address employees who want to improve their financial well being. We offer three primary course options – Foundations, Accelerator,
Transitions – or we can customize a course that can meets your employees’
needs.
Financial wellness can potentially...
- Increase participation in your company retirement plan
- Decrease turnover
- Increase productivity
- Enhance company culture
Above all, financial wellness can pay long-term dividends to your company
health and your employees’ quality of life.
For more information about our Financial Wellness Program
contact Phil Day, at 727-475-2591 or mail@phildaylaw.com.
*This service is considered a component of an employee benefits program.
If you are an employee of an organization that does not currently offer this
program, please consult your human resources department to inquire about adding
this program to your organization's benefits package.
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