Financial Wellness in the Workplace
We provide Financial Education workshops and seminars at many corporations in the Chicagoland area, including several Fortune 500 companies. We offer a comprehensive education program that incorporates the benefits you offer with your employees’ overall financial situation. These programs help drive benefit utilization and overall employee satisfaction.
We offer these programs at no cost to you or your employees. The topics that we cover include:
- Retirement Planning
- Social Security
- Estate Planning
- Investments
- Education Planning
OUR FINANCIAL PLANNING PROCESS INCLUDES:
- Completing a confidential financial questionnaire and defining financial goals.
- Analyzing the information from a variety of financial perspectives.
- Constructing a financial plan, communicating it with the client, and obtaining feedback.
- Implementing* any necessary actionable items.
- Monitoring the implementation and reviewing/amending the plan as needed.
Topics we go over include:
- Retirement Planning
- Social Security
- Estate Planning
- Investments
- Education Planning
- Life Insurance Planning
- Long Term Care Planning
- Disability Income Protection
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may result in additional fees.