The Financial Wellness Workshop
This workshop is designed for employers seeking to equip their employees with the knowledge and tools necessary to achieve financial wellness.
The workshop session runs approximately 90 minutes and can be delivered either onsite at the employer’s office or virtually via video conference.
In addition to the workshop session, SJS Consulting Services LLC (the provider of the workshop), will furnish participants with a Financial Wellness Questionnaire (including key takeaways) and a Financial Wellness Budget Tool. SJS Consulting Services LLC will also provide ongoing support related to usage of the tools mentioned above for 60 days following the workshop.
Topics Covered in the Financial Wellness Questionnaire
- General Information
- Owned Real Estate
- Homeowners & Renters Insurance
- Non-Retirement Accounts
- Retirement Accounts
- Payroll & Benefits
- Vehicles
- Vehicle Insurance
- Medical Insurance
- Life Insurance
- Other Insurance
- Credit Card & Other Debt
- Estate Planning
- Social Security, Medicare & RMDs
Cost of Workshop *
- up to 25 Participants $750 USD
- 26 to 50 Participants $1,000 USD
- 51 to 100 Participants $1,250 USD
- 101 to 200 Participants $1,500 USD
* a reimbursement of pre-approved travel expenses will be added to the cost above for onsite workshops at client offices located more than 100 miles from Gainesville, Florida