Broker Check

Financial Wellness Seminars

Data shows that 69% of workers are stressed about their finances, with 72% worrying about their personal finances at work1. Not only does financial stress take a big toll on employees’ health but it also takes a hard hit on employers. Employees with money issues typically suffer from presenteeism and absenteeism and are less productive. In fact, American businesses lose $500 billion per year due to employees’ personal financial stress, according to a survey of more than 10,000 Americans by Salary Finance1.

43 percent of employees distracted by their finances at work spend three or more hours each week in the office thinking about or dealing with their personal financial issues, according to PwC’s 2018 Employee Financial Wellness Survey. Add that up. That’s 150 hours of lost productivity per year per employee who is sidetracked from doing their work because of financial stress2.

As an employer, keeping a loyal, productive and healthy workforce is at the core of your business. Educating your employees on how they can gain control over their own financial security, can be a driver for your success. Financial Literacy is at the heart of what we do as a firm.  Our Workplace Financial Wellness Seminars give your employees the tools they need to create financial balance and freedom from financial stress. Response to our seminars has been extremely positive. Seminar evaluation surveys show that employees feel they get a value from the information provided while feeling more positive toward their employer for proactively offering assistance with their personal finances.



1https://www.prnewswire.com/news-releases/44-of-full-time-employees-worry-about-their-personal-finances-during-work-hours-217905851.html

2https://www.bizjournals.com/chicago/news/2019/04/15/employees-money-worries-drain-employers-bottom.html

Have a Question?

Thank you!
Oops!