Financial Wellness

Financial Well-being for your Employees Makes Good Business Sense

A growing body of research shows a direct link between workers’ financial stability, their productivity and performance at work. Money worries affect every part of employees’ lives: relationships, focus on the job, safety, and their physical health.

In fact, we spend most of our adult lives coping with financial matters, yet we receive virtually no formal instruction to prepare us for the challenges.

Step outside the border of your retirement plan. When choosing a financial education course, it is important to select a program that can meet the needs of a wide variety of people. Guide employees in developing lifelong financial skills they can use in their everyday lives.

We Can Help

Legacy Financial Group offers a complete program to tackle real-life financial concerns.
We bring our 7 Barriers to My Financial Life presentation to your workplace. This free, 30 – 60 minute program offers tips and resources for your employees to help them move around their roadblocks and toward a healthy financial future. The presentation can also help assess your employees’ interest in the workshop series.

For those ready to take more control in their financial life, we offer the financial education series My Financial Life: My Money, My Plan, My Future. We deliver the financial education tools and resources to help to strengthen skills in key areas of personal finance: risk management, cash flow, investment concepts, tax management, estate conservation, and retirement planning.

Engaging instruction is paired with financial technology, eMoney. The instruction is delivered over three weekly classes, with an optional fourth class for those close to retirement. Classes are followed by a one-on-one consultation with a financial adviser, where attendees gain confidence and understanding of their financial plan.

How is the program offered:
  • Programs are offered at your location for groups of 12 or more.

  • A nominal workshop fee covers cost of registration, materials, and eMoney access.
  • Couples are encouraged to attend and share registration.
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of Americans agree they would benefit from having financial education and information. 1
of employees report some level of financial stress. 2
of employers state that financial advice and guidance programs can be effective in improving employee productivity. 3
1) National Foundation for Credit Counseling 2015


3) Consumer Financial Protection Bureau, 2014

Financial Wellness for Executives

Executives have personal financial questions, too. They just come with a different-sized dollar sign. Experience has shown us that executives and professionals have often been so focused on their careers that they may have set aside their personal lives. This means they may not understand their big financial picture or utilize special benefits available to them.

We Can Help

Legacy Financial Group offers a complete program to help executives and professionals focus on their financial life with a two-phase approach.
We offer our 1.5 hour program to your staff—onsite in a convenient location. We start off with an update of market performance and our insights. Then we bring a special topic to the table for explanation and discussion.

Included are private, 1-on-1 meetings with our advisers to make certain personal questions are answered, and to offer assistance in retirement readiness, goal setting, and action steps. Executives are also offered access to their own personal website, a place to gather all things financial in one place, which encourages big-picture planning.

We offer sample investment strategies specifically for your retirement plans — i.e. 401(k) or non-qualified plans.

We’ve been conducting financial wellness programming for over 20 years, and specialized executive programming for over 15 years. So no worries, we get it! Our programs are educational.


Presented with an understanding of your organization’s benefits and communication goals in mind.


Conveniently offered onsite at your organization.


Specifically for executive or professional levels chosen by you and extended by invitation only, and includes 1-on-1 meetings with an adviser to answer questions and assist with goals and action steps.

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We work for you.