Managing investment options, personal debt, and employer pension and retirement plans can be challenging for many employees. The responsibility to educate employees on topics that impact their financial security may, in fact, fall within your firm’s governance requirements. Employees inadequately equipped to manage their employee benefits can become a legal hazard.
Implementing a financial literacy program is a simple way to help your employees improve their lives, while minimizing your corporate risk. T.E. Wealth brings a proactive approach to corporate governance obligations by supporting your internal programs and safeguarding your company, board members and management teams.
Our seasoned consultants first work to understand your business and culture, and then develop a financial education program to set you apart.
Using digital tools, seminars and webinars and one-on-one financial coaching, we cover:
- Financial Basics
- Investment Planning
- Retirement and Decumulation Planning
- Tax Efficiencies
For more information about our Financial Education & Employer services, please contact:
Vice President, Financial Education & Employer Services
403-538-3814 | toll-free 1-888-505-8608