Seeking to empower your workforce with financial wellness for a more prosperous, focused, and committed team?
Discover Wealthency – your trusted guide in navigating the complex world of financial literacy through education.
Together, let’s unlock your team’s potential and drive your organization’s success
Your employees need more than a mere transactional approach to financial benefits. HR and benefits personnel may not feel comfortable breaking down financial benefits and showing employees how they can leverage benefits given their financial situation and goals. They deserve understanding. They deserve Wealthency.
We smoothly integrate our holistic financial education programs into your onboarding process. Custom-tailored to your company’s benefits and employees’ financial goals, we present a clear picture of how their benefits align with their overall financial landscape.
With employees freshly embarking on their professional journey, alongside your financial and health benefits, we emphasize debt management, big-ticket savings goals, taxes, and saving vs. investing.
Here we cater especially to young professionals. From succinct one-hour sessions to comprehensive multi-session modules, we craft our programs to fit your needs.
Generations Y and Z comprise 47% of the U.S. population and are set to shape the future success of your firm. Our programs resonate with their unique financial outlook.
Young professionals may not understand how non-salary financial benefits play into overall compensation. By focusing on your organization’s financial and health benefits, interns will have a better understanding of the competitiveness of your benefits.
While still touching on the importance of retirement savings, we also focus on more pressing financial considerations these young adults have – student loan repayment options, obtaining and building credit, moving out of their parents’ house for the first time, buying a car, saving for a house, and the decision to save vs. invest vs. pay down debt.
We break down complex financial concepts into simple, easily understood visuals. We’re all about education, clarity, and unbiased information. No sales, just sound financial education.
Our programs can be discussion based, a classroom-esque environment, or gamified through our active learning games and exercises. Interns, who are likely still college, or graduate, students, embrace active learning.
We have also designed mutli-week long financial coaching programs to fit within internship programs. Each week, your interns tackle one financial consideration (e.g., goals, budgeting, student loans and debt, credit, saving and investing), complete various exercises (e.g., create SMART financial goals, access their credit report, retirement planning), and chat as a group, or one-on-one, with our financial experts.
As your people develop and excel, they may be rewarded with additional training resources, conferences, or retreats. Leadership programs provide your people with opportunities to develop essential leadership skills, fostering a culture of growth and empowerment.
One attribute that is often overlooked is financial wellness. As you continue to invest in the skill set of your future leaders, also invest in their financial empowerment.
Programs can be targeted at employees with increasing incomes, material bonuses, stock-based compensation, and holistic financial education. Employees who are more financially capable work harder, stay longer, and will be positive advocates for your firm.
Here, our financial education programs can be keynote discussions, formal meetings, casual conversations, small groups, or one-on-ones. We find that when people are relaxed, as they often are at development conferences and retreats, they are more open to learning and developing themselves.
Our programs focus on the underserved.
While this does include young working professionals, it also includes those that may benefit from community organizations.
At Wealthency, we assist nonprofits with the design and implementation of financial education programs.
We have experience designing multi-week long financial coaching programs, training volunteers/ mentors on how to talk to clients about money, running sessions for high school students on paying for college, talking with current college students and those graduated about student loans and the ever-evolving PSLF and repayment landscape, running sessions with your existing partners about buying a house or buying a car, introductory and deep dives into saving, investing, and retirement planning, and everything in between.
We embrace the opportunity to work with you and your organization to design and provide your constituents with financial education.
Attendees always walk away with our presentation materials and our Excel-based tools which aid in making healthy financial decisions.
One specific cohort that is close to our heart are teachers. Our founder is a teacher (college professor) and comes from a family of teachers. He believes in providing needed financial education to student teachers and those currently working as teachers. It is unfortunate that public school teachers in our country have high-fee, predatory 403(b) and 457 plans. Teachers NEED to understand how to navigate their options from someone other than the predatory retirement plan providers. We already do this work and are looking to expand our footprint in this area.
We are financial educators. We do not sell checking accounts, banking services, financial products, or wealth management services. We have nothing to sell to individuals.
We believe in education. We also believe that for education to be impactful it should be engaging. We have designed an engaging financial presentation that focuses on graphs, pictures, and charts that convey personal finance related information in an easy-to-understand manner.
We discuss a range of topics related to saving, investing, the stock market, interest rates, monetary and fiscal policy, taxes, and more. Our presentations utilize custom designed graphics to present and discuss important financial concepts and considerations.
Our professional speakers have experience in small group settings and convention halls for hundreds of participants.
Are your human resources, learning and development, and benefits leaders equipped to adequately convey your financial benefits to your employees?
We step in to provide education to your HR, L&D, and benefits staff regarding employee considerations of your financial benefits. These ‘train the trainer’ sessions focus on how to have financial conversations with others. Your leaders do not provide financial advice, but they should still be educated on financial matters and implications. We’ll cover topics that include your financial benefits, as well as outside financial considerations like IRAs, budgeting, savings vs. investing, and frequently asked questions regarding retirement benefits.
Our financial experts are also well equipped to help you design financial education materials provided for your employees.
We’re happy to discuss ways to improve the financial education of leaders within your organization and your employees.
Wealthency provides customizable and engaging financial education programs that aid in decreasing financial stress levels, empowering healthy behaviors, and increasing productivity and retention.