employee education

Employee Education: Your Money Check-up

Employee education has become increasingly important in today’s job market. Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances and plan for the future. This can lead to greater job satisfaction and loyalty, as well as increased productivity in the workplace.[1]

This financial education resource focuses on key questions to help employees assess their financial situation, from overspending to retirement and beyond. Sharing this helpful resource with your employees can be a positive step toward alleviating financial stress in the workplace.

Download the Education Guide

 

Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

About Your DC Metro Area Retirement Advisors

At Greenspring our clients come first. we are committed to making a positive impact in the lives of our clients, their families, and our community. We are passionate about providing solutions that:

Greenspring Advisors is a registered investment adviser.  Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

[1] John Hancock. “Stress, Finances and Well-being.” 2023.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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