Financial events in the workplace have long been relegated to retirement plan advisors, but why? With the majority of American workers undereducated about their finances and investments—56% of all workers don't know how much they'll need to save for retirement1— there’s a clear need to get more information out. By running a workplace financial wellness event, you can help improve the financial well-being of employees, strengthen your current relationships, and build new, potentially long-term relationships.
In Connect, Teach, Grow: The Hidden Business Potential of Financial Education, we lay out the current opportunity and how you can take advantage, including:
- Approaching business owners
- Structuring a workplace financial wellness event
- Choosing topics and delivering a great presentation
- Strengthening your approach with data and insights
With actionable advice, you could be among the first financial professionals to realize this burgeoning opportunity among American businesses.
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