Our signature Employee Financial Education series provides an in-depth curriculum to those seeking the fundamentals of personal finance. This four-part series covers topics that range from saving and budgeting, all the way through retiring from the workforce, and post-employment life. It’s designed to work in tandem with your benefits, acting to bolster your workplace wellness efforts and educate your employees on how these fit into their personal financial picture.

Designed for a range of ages and knowledge levels, this approach highlights your employees' milestones, and focuses on need-to-know topics segmented by life stages. These curated courses dig deeper into concepts that include, but aren’t limited to, getting married, buying an investment property, understanding social security and creating reliable income during retirement. The best part? They're based on the interests of your employees—in fact, your employees choose their own syllabus. Once they complete our pre-engagement survey, we learn their interests and use that understanding to develop the program that’s most relevant.

Not certain where to start, or what to do once your initial series wraps up? With PlanWell™, you’re covered. Our topic-based presentations can act as a great one-off engagement, as an introduction to our PlanWell™ series, or a continuation of it. Our workshops are tailored specifically to your company—to not just add value to your employee benefits offering, but to enhance it. Choose from our list of over 45 topics to create an ongoing culture of curiosity at your company, or curate your own multi-part educational series. With this adaptive model, the choice is yours.