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  • Writer's pictureLucas Gillis

Employee Financial Education: Your Money Check-up


Designed image of a couple discussing finances with text:  Employee Financial Education: Your Money Check Up

Financial education has become increasingly important in today’s job market.


Workers are looking to their employers for financial wellness resources. By providing financial education to your employees, you’ll be helping them build the skills they need to help manage their finances and plan for the future. This can lead to greater job satisfaction and loyalty, as well as increased productivity in the workplace.[1]


This financial education resource focuses on key questions to help employees assess their financial situation, from overspending to retirement and beyond. Sharing this helpful resource with your employees can be a positive step toward alleviating financial stress in the workplace.






401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF, QPFC, PPC, CFWP

Lucas Gillis CPFA, CFWP

connect@401kextra.com

970-225-2001

www.401kextra.com


Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

[1] John Hancock. “Stress, Finances and Well-being.” 2023.

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