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 session runs approximately 90 minutes and can be delivered either onsite at the employer’s office or virtually via video conference.
SJS Consulting Services LLC, the provider of the workshop, will supply participants in advance with a Financial Wellness Questionnaire (including key takeaways) and a Financial Wellness Budget Tool. These materials will be distributed prior to the session to help participants prepare. Additionally, SJS Consulting Services LLC will offer ongoing support for 60 days following the workshop. This support is available to address any questions employees may have regarding the session content as well as the questionnaires and budget tool provided in advance.
The Financial Wellness Workshop does not provide individualized advice regarding investments, income taxes, estate planning, or any other financial or legal matters. Employees should consult with a qualified tax professional, financial advisor, or attorney for personalized guidance tailored to their specific circumstances.
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 $2,500 USD (includes 5 hours of combined email and/or phone support)
- 26 to 50 Participants $3,250 USD (includes 10 hours of combined email and/or phone support)
- 51 to 100 Participants $4,750 USD (includes 20 hours of combined email and/or phone support)
- 101 to 200 Participants $7,750 USD (includes 40 hours of combined email and/or phone support)
Travel Note: Reimbursement of pre-approved travel expenditure will be added to pricing above for onsite workshops at client office locations more than 100 miles from Gainesville, Florida.