Financial Wellness Workshops



Financial know-how is a vital part of your employee’s well-being and overall health.  Employees with a strong financial foundation have been shown to increase productivity and workplace engagement.  We recognize the need of organizations to promote financial wellness as part of a comprehensive benefit package that attracts talented candidates and promotes employee loyalty and retention.

StrategicPoint partners with you to offer educational workshops to your employees that will give them the knowledge and tools to overcome their financial obstacles.  We offer various workshops addressing an array of financial topics such as budgeting, saving for retirement and personal money management skills.  Employees that are confident in their financial and money management skills help make healthy employees that can focus on their careers.

Workplace Benefits

Include our financial wellness workshops as part of your comprehensive employee benefit package.

Workshop Topics

We offer a variety of topics or we can personalize a workshop tailored to fit the demographics of your organization.  Some workshop topics include:

  • Building a Strong Financial Foundation
  • Financial Milestones
  • Are You Saving Enough for Retirement?
  • Navigating Workplace Benefits
  • Investment Strategies That Work