Financial Wellness & Education Briefings

Our business is built on a foundation of thoughtful client relationships.

We offer a variety of financial wellness briefings that can benefit employers, schools, churches, or any organization that holds meetings and is looking to add value to their members through education. These briefings can be in person or virtual. 

How our program benefits your organization:

Employers
The Cetera Workplace Financial Wellness program is a valuable resource that helps enhance the overall
well-being of your organization by:
• Improving employee engagement and productivity
• Reducing absenteeism and time spent on personal issues
• Strengthening employee retention
• Affirming commitment to employee well-being
• Making it easier for you to recruit new employees

Employees
Participation in the Cetera Workplace Financial Wellness program may benefit individuals and their families
in a variety of ways, including:
• Improving awareness of their financial situation
• Increasing self-confidence to change
self-defeating behaviors
• Gaining greater control in charting a course to
pursuing financial goals
• Reducing stress
• Access to financial tools and a financial
professional

Click the button to be able to read over our full capabilities and briefing options.