Financial Wellness Workshops
Understanding your finances should not be hard, but without the right advice and information, controlling your financial situation may seem difficult or even impossible. At The Templeton Group of Cornerstone Financial Management in Columbia, SC, we offer financial wellness workshops run by our knowledgeable advisors. We can help empower your employees with the information they need in order to take control of their financial situation, plan for success, and stay focused on their career goals.
Benefits for employers
If you are an employer concerned about employee retention and performance, then you know the importance of a comprehensive benefits program. Our financial wellness workshops are a benefit you can offer to your employees. As your employees learn how to better control their finances, this can help create a more positive and productive environment. Workshops can be scheduled before work, after work, or during office hours.
Benefits for employees
Financial literacy is becoming increasingly important, yet many people do not know who to trust for financial advice. Advice found on the internet is often general. Our workshops can be tailored to the needs of your staff and are designed to give employees tools to address their financial concerns.
What our workshops cover
- Eliminating debt
- Investing basics
- Retirement planning
- Saving for college
- Long term care insurance
- Managing financial risks
- Retirement checkup
- Social Security
- Caring for aging parents
- Estate planning
- Income tax planning
- Life insurance