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Financial Well-being for your Employees Makes Good Business Sense

A growing body of research shows a direct link between workers’ financial stability, their productivity and performance at work. Money worries affect every part of employees’ lives: relationships, focus on the job, safety, and their physical health.
In fact, we spend most of our adult lives coping with financial matters, yet we receive virtually no formal instruction to prepare us for the challenges.
Step outside the border of your retirement plan. When choosing a financial education course, it is important to select a program that can meet the needs of a wide variety of people. Guide employees in developing lifelong financial skills they can use in their everyday lives.

We Can Help

Legacy Financial Group offers a complete program to tackle real-life financial concerns.
​LUNCH AND LEARN PROGRAM
We bring our 7 Barriers to My Financial Life presentation to your workplace. This free, 30 – 60 minute program offers tips and resources for your employees to help them move around their roadblocks and toward a healthy financial future. The presentation can also help assess your employees’ interest in the workshop series.
WORKSHOP SERIES
For those ready to take more control in their financial life, we offer the financial education series My Financial Life: My Money, My Plan, My Future. We deliver the financial education tools and resources to help to strengthen skills in key areas of personal finance: risk management, cash flow, investment concepts, tax
management, estate conservation, and retirement planning.

Engaging instruction is paired with financial technology, eMoney. The instruction is delivered over three weekly classes, with an optional fourth class for those close to retirement. Classes are followed by a one-on-one consultation with a financial adviser, where attendees gain confidence and understanding of their financial plan.
How is the program offered:
  • Programs are offered at your location for groups of 12 or more.
  • Small groups or individuals are invited to our public workshops.
Costs:
  • A nominal workshop fee covers cost of registration, materials, and eMoney access.
  • Couples are encouraged to attend and share registration.
of Americans agree they would benefit from having financial education and
information. 1
of employees report some level of financial stress. 2
of employers state that financial advice and guidance programs can be effective in improving employee productivity. 3
​1) National Foundation for Credit Counseling 2015
2) www.financialfitness.com/assets/pdf/2015-financial-stress-report.pdf
3) Consumer Financial Protection Bureau, 2014