In addition to the individualized financial planning we do with our clients, we also work with corporations to offer a financial wellness program that can be custom structured to your company, whether you have several or thousands of employees.
Of employees say personal finances are their most significant stressor.
Of stressed employees say financial worries have had a negative impact on their productivity.
Of employees are distracted by their personal finances at work.
The average amount people spend per month worrying about personal finances at work.
Source: 2017 & 2022 PwC Employee Financial Wellness Survey
To help you provide employees with the objective financial and retirement education, Barnum Premier Client Group offers a comprehensive turnkey solution that connects the benefits you offer with your employees’ overall financial strategies resulting in increased benefit utilization and overall loyalty. These workshops are provided at no cost to you or your employees.
We offer a number of specific programs giving you the option to use one, some, or all as best suits your organization.
Designed to take a holistic educational approach to the issues surrounding retirement and help your employees take more control over planning for their later years.
A menu of one-hour workshops that cover relevant topics of interest to employees of varying ages.
Advanced education geared towards executives to help them make the most of their benefits packages.
Asset allocationCommon money mistakesFinancial goal settingInvestment basicsPlanning for collegePlanning for retirement
Protecting your incomeRetirement readinessRetirement risksTaking control of debtUnderstanding life insuranceUnderstanding social security