Financial Education in the Workplace

 

Financial Education in the Workplace

Countdown to Financial Freedom

An important addition to your existing benefits package is on the way with financial guidance and solutions through

Financial Education in the Worplace

 

  • Educational Workshops
  • Complimentary one-on-one consultations with a local Financial Services Representative
  • Ongoing financial education

Register for your company's workplace learning opportunity today! Visit the "Register for a Workshop" link on the right-hand side of the page to sign-up!

 

For Employees

 

 

With proper planning you will be better prepared for achieving your financial goals….

Participating in the Workplace Learning Program at your company will:

· Help you  understand, appreciate and utilize your group benefits package

· Allow you to take control of your financial futures

· Provide you with education in these volatile times our market is facing

· Provide you a free Financial Needs Analysis

 

Workplace Learning offers you the employee and family members if desired, interactive workshops on a variety of financial topics including, retirement planning, investment fundamentals, tax strategies, financial management and benefits integration all delivered by a professional Financial Advisor at your worksite. 

 

At the conclusion of each workshop, you will have an opportunity to request a complimentary, one-on-one consultation.    The one-on-one consultations are held with trained professionals who will provide a personal and confidential touch to assist you in determining the best solutions for your needs and how to utilize your benefits package.

 

 

For Employers

 

Our Workplace Learning Program is designed to help employees and their families better prepare for their future, all from a trusted leader in the financial services industry.

Value to Employers

 

 

 

 

 

 

 

 

 

According to The MetLife 9th Annual Study of Employee Benefit Trends  a clear message is delivered to employers: Bolster employee loyalty and satisfaction or economic recovery may arrive with unanticipated setbacks for retention and productivity.

Workplace Learning in your company can help with employee loyalty and job satisfaction…with proper planning, your employees will be better prepared for achieving their financial goals.  When your employees have professional help planning their financial futures, they tend to be better focused on their jobs.  That’s how offering financial education workshops can benefit your company. 

Contact Next Level Planning & Wealth Management today for more information on Workplace Learning:  (414) 615-4950

 

Source:  "9th Annual Study of Employee Benefits Trends", MetLife, Inc. 2011