Our team of Money Advisors develops personal relationships with employees of all income levels, providing them financial advice within a sales-free environment. Combined with years of experience, original content, and flexible delivery, our MoneyAdvice@Work® service offering helps organizations take care of what matters most: their people.
On-Site
Building relationships starts by meeting face-to-face. On-site strategies foster personal relationships between employees and Money Advisors, offering a powerful benefit to your people.
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Group MoneyAdvice Events
- Customized curriculum designed for your unique employee population
- Engaging presentations, facilitated by professional Money Advisors
- Employees learn about the financial topics that matter to them
Personal MoneyAdvice Sessions
- One-on-one interactions between employees and Money Advisors
- Money Advisors have no products to sell – safe, sales-free environment
- Employees receive financial advice, not general guidance or education
Other Special Events
- Money University – Evening-long financial education event, with numerous classes to choose from
- Pre-Retirement Workshops – Content concentrated on important issues for those employees nearing retirement
On-the-Go
Ease and convenience are paramount to providing a well-utilized employee benefit. MoneyAdvice@Work® can be conveniently packaged to offer your employees the technology, portability, and personalization needed to work with their money on their own terms.
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Remote Access to Group Events & Personal Sessions
- Web-based Group Events presented live and/or recorded for viewing on-demand
- Money Advisors available by web or phone
- Employees learn and plan within their own life schedules
Mobile Access to MoneyAdvice@Work® Services
- Holistic, interactive financial planning experience, available across portable devices
- Convenient access to Money Advisors to facilitate employee-advisor relationships
- Ongoing assessment and customization for a complete, working financial plan
On-Demand
Engagement is driven by content that is helpful, interesting, and easy to access. MoneyAdvice@Work® provides on-demand content to employees through various learning opportunities.
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Web Events
- Monthly live webinars providing an in-depth perspective on specific financial planning topics
- Webinars are recorded for employees to access and/or review at their convenience
Videos
- Quick money tips provided in an engaging, animated format
- Designed to address frequently asked questions in financial planning
Newsletters
- Electronic resource designed to package all on-demand content
- Delivered to employees via email on a quarterly basis
Contact Us to Learn More
Interested in learning more about MoneyAdvice@Work®? Contact us! We will collaboratively build an approach that works for your organization, taking care of what matters most: your employees.