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.
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.
