Educate and empower your employees with a sound financial wellness program.
With about 1 in 4 in the workforce living paycheck to paycheck, 86% of employees reported feeling at least some level of financial stress last year. By adding a financial component to your wellness program, you can help your employees tackle many of the stressors, including living beyond their means, overwhelming debt, and not being prepared for retirement. Providing worksite financial education can empower your employees to reach their financial goals and raise their financial well-being, leading to a more satisfied and engaged workforce.
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Financial Wellness Matters
- Financial Stress Impact on Employee
- Financial Stress Impact on Employer
- What Defines Financial Well Being
Key Components of a Financial Wellness Program
- Financial Wellness Assessment
- Group Money Management Workshops/Webcasts
- One-On-One Financial Coaching
Best Practices in Marketing Your Financial Wellness Program
- Incentives
- Gamification
- Ongoing Communication
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 9, 2015.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Tania P. Brown, CFP®
Financial Finesse
- Currently a financial coach at Financial Finesse
- As a CFP™ her focus is to help employees achieve financial wellness and help employers develop financial wellness programs
- Conducts regular seminars and workshops on numerous financial topics to include financial wellness
- Forbes contributing writer and weekly blogger on financial topics
- Member of SHRM and WELCOA
- Can be contacted at [email protected]
More Program Information
Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
