Four Seasons Financial Education Releases Three Tips to Start a Financial Wellness Program

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Financial wellness firm offers tips to start a company financial wellness program.

Financial Education Without a Sales Pitch

Every organization needs a great leader and so does every financial wellness program.

Financial wellness firm, Four Seasons Financial Education, today provided three easy tips for employers to start a financial wellness program for employees. With wellness taking center stage in recent years, financial wellness has become a popular choice to round-out these programs.

1) Ask and you shall receive - Nothing is worse than launching an education program no one is interested in, so ask employees what they are most interested in learning about. We find retirement, debt management, and college planning are among the most popular. Try a paper survey, electronic survey, or simply have employees submit their own ideas.

2) Bring in an expert - Although an existing employee may be able to teach a financial wellness class for fellow coworkers, we recommend bringing in an expert such as CERTIFIED FINANCIAL PLANNER, or CFP. Many employee don't feel comfortable asking live questions to a fellow coworker, but feel comfortable asking a board-certified professional. This may also alleviate the liability associated with a non-licensed employee offering financial education.

3) Start at the top - Every organization needs a great leader and so does every financial wellness program. If you want it to start off successful, you need top leadership to be involved. They must lead by example. Often, the more senior employees in the organization understand the importance of financial education, they simply have to take an hour or two away from their desk to focus on the wellness program.

About Four Seasons Financial Education
Four Seasons Financial Education provides workplace financial wellness and education services to companies throughout the US to help them improve their bottom line. We take a strictly academic approach to financial education and focus on the core areas of personal finance which may help increase employee productivity and organizational performance. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.

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Anna Fruits
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