Research shows a direct link between workers’ financial stability, productivity and performance at work. Money worries affect every part of the lives of your employees — including relationships, focus, safety, and their physical health. In turn, there is a direct impact on your bottom line through increased beneﬁt claims and premiums, and reduced productivity.
We encourage you to step outside of your retirement plan and choose a program that can meet the needs of a wide variety of people and offer independent perspectives for your employees. We will bring our experience to the classroom, offering a complete program to tackle real-life financial concerns.
Details: Programs are offered at your location for groups of 12 or more. A nominal workshop fee covers cost of registration and materials. Cost sharing is encouraged. Couples may attend and share registration.
Legacy has been conducting financial education in the workplace for over 25 years. Our goal is to help your employees gain a better understanding of their financial concerns and answer any questions they may have.
estimated per employee, per year, in increased absenteeism and lower productivity attributed to financial stress*
of employees say that finances or money matters/challenges are their top cause of stress.
of employees want help with their personal finances. An additional 31% want specific advice.
of employees say they find it difficult to meet household expenses on time each month.
Source: PwC’s 8th annual Employee Financial Wellness Survey, PwC US, 2019 * John Hancock Financial Stress Survey, 2019
Executives often have the same questions, they just come with a bigger dollar sign. They may also have access to special benefits that may be underutilized. Often presented as “By Special Invitation Only” and in a 1.5 hour time frame, the programs begin with a market update, then move into a financial planning topic. One-on-one time is also offered. Presented on a regular basis, programs may be customized for your company.