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Our Employer Services
At Financial Wellness Consultants LLC, your employees financial wellness is our priority. Financial Wellness is a cornerstone of employee satisfaction and productivity. Through the financial education programs we provide, we help your employees make informed decisions, reduce financial stress and enhance job performance. Our comprehensive range of services are designed to benefit both employers and employees, fostering a financially confident workforce contributing to your company's success
What Do We Provide You the Employer?
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Financial Education Workshops
We offer a range of financial topic presentations that are provided in-person or through Zoom meetings.
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Workshop Scheduling
We take care of the meeting set up, registration and scheduling process.
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Workshop Statistical Analysis
A statistical analysis is performed on the poll results collected after each workshop. This analysis will be provided to the employer to show a range of metrics such as engagement levels and satisfaction.
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Complimentary Consultation
We provide the opportunity for any attendee to sign up for a complimentary consultation with one of our financial professionals. Giving your employees a chance to ask addition questions and receive more personalized information.
Financial Education Workshops
Our expert-led financial education workshops are tailored to meet the unique needs of your
workforce. These engaging and informative sessions cover a wide range of topics, including:
Strategic Financial Moves Series:
Learn effective strategies for managing income, reducing expenses, and building savings.
Investing Principles Series:
Understand the fundamentals of investing, risk management, and portfolio diversification.
Retirement Income Planning:
Gain insights into retirement savings plans, pension options, and strategies to ensure a comfortable retirement.
Tax Strategies:
Discover tips and strategies to maximize tax benefits and minimize liabilities. Perfect for those who want to take control of their tax situation.
Understanding Social Security:
Navigate the complexities of Social Security benefits, including eligibility requirements, benefit calculations, and strategies to maximize your Social Security income.
Life Insurance:
Understand the different types of life insurance, how to determine the
right coverage for your needs, and the role life insurance plays in overall financial planning.
Understanding Health Savings Accounts:
Learn about the benefits of Health Savings Accounts (HSAs), including eligibility requirements, tax advantages, and strategies for maximizing HSA contributions and savings.
Roth Conversions:
Explore the benefits and considerations of converting traditional IRA or 401(k) funds to a Roth IRA, including tax implications, strategic timing, and long-term financial planning.
Estate Planning
Safeguard assets, minimize taxes, protect loved ones. Wills, trusts, healthcare directives, and more. Learn how to plan for your future today.