Offer your employees peace of mind with 24/7 access to online financial wellness. Your employees have the luxury of learning at their own pace, using a program that is customizable to suit their own unique learning style and level of financial knowledge.
Wealthscore – a personalized score indicating overall financial wellness with a customized action plan explaining where to improve.
Explore customized learning
plans suited to their personal
situation and learning style
Identify how to address common
life events like saving for retirement,
losing a job, caring for an aging
relative, buying a home, and more
Watch financial planning videos
Complete a holistic financial health
assessment & receive a customized
action plan
Learn how to reduce their debt,
create a budget that works, and
ensure their retirement is on track
Ask an expert their financial
planning questions
Use financial modeling
tools, read articles, and find
important financial information
Request a demo today.
GOFinancial planning can be daunting. Empower your employees to make informed financial decisions with the help of our financial education and literacy seminars.
Getting Started
This program is for those aged 25-35 focuses on topic relevant to what Forbes reports as the age group under the most financial stress.
This ½-day program includes:
Gearing Up
This program is for those aged 35-50 offers useful plans for saving and budgeting for a demographic whose number one reason to delay retirement is not having enough money in savings.
This 1-day program include:
Getting Ready
This program is for those aged 50+ provides useful information for employees who are or would like to be on their way to retirement.
This 1-day or 2-day program includes:
My Finances
Financial Planning 101
Money Management
Debt Reduction
Budgeting
Investing
Retirement Planning
Wills
Estate Planning
Identity Theft
We have over 25 topics to choose from. View our seminar catalog or speak with a Financial Education Specialist today.
Please enter your access code to view the seminar catalog
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Your employees deserve honest, unbiased financial planning and education,
not a sales pitch. Because Acquaint does not sell financial products, you can
be confident that your employees will receive high quality, objective help,
personalized for their financial needs.
Sometimes only a personal touch will do. Our one-on-one financial
planning and counseling services can help employees when they need to
make informed lifelong financial decisions. Some situations include early
retirement windows, layoffs & downsizing, selecting group retirement plan
options, short-term or long-term disability, addictions leading to financial
distress, and more.
Our 1-on-1 financial planning services can be delivered on an hourly basis
or by mandate. The service is offered both on and off-site.
Our 1-on-1 financial planning is an hourly service that is completely customizable.
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Financial emergencies and concerns often arise unexpectedly and at the least
convenient times. Thankfully, confidential and reliable help for your employees
is just a phone call away.
Our Financial Hotline is available when your employees need help the most,
providing timely professional assistance from our knowledgeable staff before
financial concerns can become financial disasters.
Often, an employee is embarrassed to seek assistance about their personal financial
circumstances at work because they feel that it might negatively reflect upon their
standingwith their employer. Times of personal financial crisis may lead to low levels
of productivity and the use of valuable company time by your employees as they
search for solutions to their problems.
TIME reports that one-on-one financial education is the most effective method to bolster employees' confidence and financial knowledge, which often leads to greater contributions to retirement plans.
Learn how financial hotline service can help your employees in a personal & confidential manner over the phone.
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