Who's teaching your employees about money?

Did you know:

Money problems have become the biggest contributor to personal stress and it has started to affect productivity in the workplace. This is likely related to the fact that consumer debt has grown to record levels and savings rates are non-existent. Couple these statistics with the reality that there is very little formal financial education provided in our country and you can’t help but recognize a very serious concern in our society.

Employers need to rethink corporate benefit plans and incorporate Financial Education as an essential part of those benefit plans. Traditionally, from a financial perspective, benefit plans focus on product and plan education. Innovative companies are now incorporating health and financial wellness into their benefit programs, but generally, there is still a void in Financial Education.

There is a tremendous amount of research confirming that when you improve the financial literacy for the employee, it brings tangible benefits to both the employers and employees. Financial Education should be at the core of any financial benefit plan. Aligning the employer, employee, and the benefit plan is essential for the financial and professional success of your organization.

There is a massive appetite for Financial Education especially given the demographics.

Employees will appreciate employers who help them take control of their money not only through traditional benefit plans but also through financial knowledge and education.

Financial Education helps employees understand how their employee benefit program is a key component in their financial affairs. It also recognizes that employee benefits from work are only a part of the total financial picture. Financial Education helps employees achieve financial success by harmonizing their benefit plans at work and in their personal financial affairs.

People are not learning about money properly and unfortunately, more and more financial responsibility is being shifted to the employee. Leading edge-employers are taking the lead in helping their employees learn to make better financial decisions. They are now playing a bigger role in building awareness and educating their employees on fiscal wellness, retirement, and investment planning.

Jim's Financial Education in the Workplace program was featured in the Edmonton Journal. Click here to read

Financial Education Programs for the Workplace

Leading edge employers are not only recognizing the importance of financial education in the workplace but they are also benefiting from greater productivity, less absenteeism, more loyalty and higher job performance.

Multiple Day Workshops

In depth financial and retirement planning cannot be done in an hour or two. Jim’s multiple day workshops take one, two or three days. Education and training sessions can also be broken down into 1 to 3 hour segments spread over days, weeks or even months. This extensive training is invaluable for employees, members of associations or unions, organizations or special interest groups.

The content of multiple day workshops can be customized to any group. Here is a list of content or topics that can be incorporated into any full or multiple day workshops:

1. Lifestyle retirement planning
2. How much is enough
3. Understanding RRSPs
4. Becoming tax smart
5. Retirement income planning
6. Becoming a better investor
7. Paycheques of retirement
8. Budgeting and cashflow analysis
9. Determining your net worth
10. The role of Government benefits
11. Paycheques of retirement
12. Debt management
13. The role of insurance
14. Employee benefit plans
15. Estate planning
16. Developing a retirement plan from start to finish
17. Taking control of your money
18. Working with Financial Advisors

One on one counseling

Employers who can offer employees financial counseling from an objective independent advisor who does not sell financial products like GICs, mutual funds or life insurance are recognized as leaders in benefits. Many employers offer different types of counseling like Employee Assistance Programs (EAP) but very few offer independent objective financial advice.

Financial education content

We can provide customized content for newsletters, email, payroll stuffers, websites and more. We can also provide information in many different forms of media such as print, audio or video.

Putting a program in your workplace!

Jim is passionate about helping people make better decisions about money. His Financial Education in the Workplace program is designed to help both employers and employees benefit from financial education. This program can be customized to any organization of any size. It can encompass keynote presentations, educational workshops, individual consulting, articles, newsletters, email services, books, CDs, videos or web based learning. To learn more about Jim's Financial Education in the Workplace Program and how it can be implemented in your workplace, contact us

For a PDF brochure, click here

More information on Financial Education in the Workplace

Financial Education in the Workplace Question and Answers

Building the perfect Financial Education in the Workplace Program

Financial Literacy is a Hot Topic