Financial Wellness @ Work is a benefit that provides employers with a comprehensive financial wellness program that is educational, interactive, & designed for your employee benefits plan. The workshop is conveniently delivered at your work-site or online.
Our interactive workshop is a modern approach to building a financial plan.
Before the Workshop
Before you build your plan, you need to dream a little. What are your goals?
After the Workshop
Once the workshop is over, the next steps are up to you, but you aren’t alone.