Leadership Power

As a leader, you can provide the Financial Wellness Center as part of your vision and mission toward the total wellbeing of:

  • Employees and retirees
  • Members of banks, credit unions and retirement savings plans
  • Customers of financial advisors, wealth managers and credit counselors
  • Community members
  • And their families

The Financial Wellness Center can be:

  • A powerful way to help people achieve many of their dreams and goals
  • A new link on an existing website –or– it’s own website
  • Branded & customized – adding logos, links, pdfs, custom lessons & more
  • Added to a rewards program – e.g., take some key lessons for xyz incentive(s)

And, providing the FWC can be:

  • An effective resource to manage stress
  • A boost to 401(k), 403(b), Roth IRA and other savings
  • Another reason people know you care about them and their families
  • A way for some groups to meet regulations requiring financial education