Money@Work is a financial wellness program designed to help your employees decrease their financial stress by providing comprehensive financial planning.
An online solution supported by Certified Financial Planner™ (CFP®) Professionals, the program helps your employees take control of their personal finances. By helping empower your employees financially, your organization will improve talent retention rates, increase worker productivity, and grow participation in your organization’s employee benefit programs.
We empower your employees to manage their financial decisions and challenges with confidence.
Every employee will receive an entire suite of benefits that will increase their loyalty to your business and their financial wellness.
• Get to know your advisory team
• Custom introductory seminar or webinar
• Review of benefits package
• 1st step to financial freedom is awareness!
• Get your accounts organized
• Determine financial goals
• Access e-mail alerts, training, and more
• Work with one of our financial planners on your plan
• Ask specific and individual questions
• Advisor Hotline
• News & e-mail alerts