Financial Wellness Education Workshops

FOR EMPLOYERS

How concerned are you about your employees’ financial stress? How is overall participation in your employee benefits program? Do you have concerns about worker productivity and employee retention?

MainStreet Financial Wellness Education Workshops are learning events designed to increase your employees’ financial literacy around a wide variety of financial planning topics. You’ll help your employees reduce stress related to financial matters and have a happier workforce as a result.

$2,500 per event     

WHAT YOU GET

Our Workshops are one-two hour events (online or in-person) designed to address important issues your employees are facing.

Workshop topics include:
Top Six Financial Planning Mistakes
Financial Planning 101
Retirement – Ready or Not Here we Come
Strategies for Getting Out of Debt
Three Buckets for Savings & Investments
Getting Enough Insurance
Saving for and Paying for College
Open Enrollment Mistakes

This is just a sample of the events MainStreet has provided in the past. Our team of Certified Financial Planners™ (CFP®s) will work with your organization to customize the event to fit the needs of your employees covering any number of topics.

FREE REPORT

Five Reasons Financial Wellness Impacts your Employee Performance

Decisions we help your employees make

CASHFLOW & BUDGETING

Let’s face it, budgets are not sexy, that’s why we’ve got a Spending Plan for you.

PAYING OFF DEBTS

It’s no fun to have debts. Lay out a battle plan to tackle it.

SPECIAL SITUATION PLANNING

Getting a divorce
Special Needs
Stock options/RSUs

IS MY PORTFOLIO BALANCED?

Everyone says I should be investing. But what is the right strategy for me?

HOW MUCH INSURANCE DO I NEED?

Life; Disability
Long Term Care
Liability: Home & Auto

RETIREMENT PLANNING

When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds

BUYING A HOME OR RENTAL PROPERTY

Should I buy or should I rent? How much house can I afford?

HOW MUCH DO I NEED TO SAVE?

For college
For retirement
For house

HOW YOU GET IT

MainStreet will work with you on scheduling the event date and helping your organization promote the event to your employees. The event can be online, in-person, or both! When the event is completed, a recording the presentation and materials will be made available to your organization.

$2,500 per event