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Educational Workshops

Interested in Educating your Company Staff on Important Financial matters?

Allow us to conduct a Complimentary 45 Minute Financial Educational Workshop for you and your company.

We are proud members of The Association of Financial Educators, a 501(c)(3) nonprofit association of financial professionals who donate their time to give back to the community.

We are qualified to conduct complimentary Financial Education Workshops for your staff and company on a wide array of Financial topics.

How can your Company Benefit?

One of the most prevalent issues that workers face today is financial stress. According to a study conducted in 2017 by Price Waterhouse Cooper, 53% of workers report being stressed by their finances, while 65% of Millennials said the same.

  1. Financial stress can be costing your company a lot of money!

  2. Loss of productivity – Workers under financial stress spend an average of 20 to 28 hours a month researching personal financial issues at work.

  3. Employer cost: as much as $7,000 per employee per year.

  4. Workplace accidents – 60% to 80% of on the job accidents are stress related -Employer cost: on average $29,000 per workplace accident in lost productivity, uninsured costs, accident investigation, production slowdowns, and new employee training.

  5. Health and welfare issues – 75% to 90% of all doctor visits are stress related. - Employer cost: on average $300 per day/per employee in lost productivity for each day an employee is absent This does not include lost revenue or increased healthcare cost.

  6. Employee turnover – 40% of employee turnover is due to stress. - Employer cost: between $3,000 and $13,000 to replace the average employee.

  7. HR department distractions – In the form of handling calls from bill collectors, processing 401k loans, processing wage garnishments, and so on… - Employer cost: up to 10% of the Human Resource Department payroll budget. Strong financial wellness programs decrease financial stress in workers.

  8. Increase productivity and satisfaction – By simply providing basic financial literacy education to all employees, productivity levels increase, along with employee satisfaction.

  9. Increase performance for all employees – Financial literacy education optimizes employee performance across the board, regardless of each employee’s current financial situation.

Choose from one of the topics below for us to discuss at your work place during Lunch or a time more convenient for you:

INVESTING BASICS: Have you always wanted to learn how to make your money grow but don't know where to start. Learn how to design a personal plan, avoid common scams, and understand the benefits of starting now rather than later.

401-K & RETIREMENT: Are you concerned about your retirement and saving enough for your golden years? Learn more about the options you have and how to create a financial blue print to put you on the right path.

YOUR FINANCIAL FUTURE: Do you understand the importance of financial planning? Creating the right plan for you can help you reach your life goals. The value of working with a trusted expert and the importance of protection and wealth accumulation.

FINANCIAL BLUNDERS: It's so easy to make financial mistakes but no one teaches us quite how to fix them. Learn how to handle bankruptcy, the right steps towards rebuilding your credit, and how keep yourself out of the "red" zone.

ESTATE PLANNING: Think it's only for the rich? Think again! Understand why you might need one, what is covered in the plan, and how to offer protection to your children and family, even if you're not here.

SOCIAL SECURITY: Do you worry about Social Security not being there by your retirement age or question when to file for your benefits? Learn when is the best time for you to apply for Social Security and how your marital or employement status can affect your payments.

CASH MANAGEMENT: Does your money always seem to vanish as soon as you get paid? Learn how to set a budget, learn to live within your means, and financial pitfalls.

FINANCIAL PLANNING BASICS: How smart are your goals? This workshop covers it all! Setting goals, budgeting, having an emergency fund, insurance, using credit, investing, tax planning, saving for college, retirement planning, and even estate planning.

NINE IRA MISTAKES: How to avoid the biggest 9 mistakes people make with their IRA’s. The importance of understanding why IRA’s are valuable. How to maximize the amount of money you leave your heirs.

UNDERSTANDING IRA’s: Have you thought about opening an IRA but don't know which one is right for you? We'll help you understand what your options are, the benefits of each one and the advantages of tax deferral.

COLLEGE PLANNING: Do you worry about how to pay for your child's college expenses but don't know where to start? Get some tips on when to start, your options for savings, and just how much money it will take.

BUDGETING: Are you living paycheck to paycheck and worry about future finances? Learn how to track your spending, understand the difference between wants vs. needs and the first steps in gaining control of your financial destiny.

LIFE INSURANCE: Think you're too young to have life insurance? Don't think you need anything outside workplace benefits? Learn the difference between term and permanent, how much you really need, and the tax advantages of guaranteed cash value.

RETIREMENT: Are you concerned about your retirement and saving enough for your golden years? Learn more about the options you have and how to create a financial blue print to put you on the right path.

To Learn more about how your company can potentially benefit from a Financial Educational Workshop, Call our office at 949-474-8440.

Source: 1,2,3,4,5,6,7,8,9 Association of Financial Educators (AFE)