Financial Wellness Programs

As an employer, for a brief moment consider:

Helping reduce your employees’ financial stress level, while

Increasing employee productivity, thus

Creating goodwill with your employees, thereby

Decreasing your exposure to ERISA liability

Sound impossible?

Let the Certified Financial Planner™ professionals at Zandlo Wealth Advisors do just that by providing The Benefit of a Lifetime™. Established in 1996, this trade-marked workshop is designed to provide objective financial information in coordination with your existing Employee Benefit Package. What better way to show your valued employees their true worth to your organization. No hidden agendas, just pure unadulterated financial education, a current and future financial bonanza, while minimizing your ERISA 404(c) fiduciary liability.

NEAM's Financial Wellness Programs | A woman and manager based in Minneapolis-St. Paul leads a meeting with her team
  • Helping reduce your employees financial stress level, while

  • Increasing employee productivity, thus

  • Creating goodwill with your employees, thereby

  • Decreasing your exposure to ERISA liability

Let the Certified Financial Planner™ professionals at Zandlo Wealth Advisors do just that by providing The Benefit of a Lifetime™. Established in 1996, this trade-marked workshop is designed to provide objective financial information in coordination with your existing Employee Benefit Package. What better way to show your valued employees their true worth to your organization. No hidden agendas, just pure unadulterated financial education, a current and future financial bonanza, while minimizing your ERISA 404(c) fiduciary liability.

Zandlo Wealth Advisors can structure this workshop as a ‘DeMinimis Fringe Benefit,’ an ordinary and necessary business expense for your company or as an additional employee-paid benefit. Either way, this creates a win-win opportunity for everyone!

Program highlights include:

Onsite Comprehensive Financial Planning Employee Education, not just Investment Section 101

Initial Access to ZWA’s Technology Solutions Platform

Complementary 20-minute dialog with a CFP™ Professional

Employer-Group Discount on all Financial Planning Services

Custom-designed, on-going Quarterly, Semi-Annual or Annual Employee Education Meetings

Optional: Summary Financial Plan for all Employees, by a CFP™ Professional

Optional: 401(k) Investment Management Models, based on Current Investment Options

Optional: 1v1 Consultation with a CFP™ Professional

The Benefit of a Lifetime™ embodies Zandlo Wealth Advisors’s commitment to providing objective, fiduciary advice.

Why not leverage our mantra

“Blue Collar Experience, White Collar Wisdom”

and turn your Employees’ future financial dreams into personal fulfillment.

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Zandlo Wealth Advisors
9298 Central Ave NE, Ste 407
Minneapolis, MN 55434