Attract top talent and make joining your team an opportunity too good to pass up ...
...with the life-changing benefit of financial freedom
With Simplified Financial Concepts, Your Benefits Package Just Got Way More Appealing
Our financial wellness programs for employees magnify the perceived value of your benefits packages. Armed with the tools to absorb financial shock, employees feel greater control over their futures and trust they’re on the path to financial freedom. Each session is packed with information, making it easy for your employees to take control of their futures, no matter what stage of their career they’re currently in.
Tailored Financial Literacy Education for Your Team
Choose from our list of popular workshops, or customize your own to ensure your team gets exactly what they need to build financial confidence and certainty. With open access to follow-up consultations, employees can get personalized education should they want it. Schedule a call today to learn how we can support your workforce and inspire a company culture where everybody thrives.
“To date, Brad’s presentations have the highest levels of participation and the most requests for continuing education.”
“We began working with Brad Scoular in January of 2020. Brad helped our employees through the pandemic to still be able to prepare for retirement through customized courses and to date, Brad’s presentations have the highest levels of participation and the most requests for continuing education. Because of this, Brad is essentially our sole financial wellness partner. He has created a safe place for employees to discuss what can be a sensitive topic and delivers it in a way that gets employees energized about finances rather than depressed about their future.”
Cassie N., PHR | HR Director - Fransen Pittman
Offering employer-sponsored financial wellness goes beyond enhancing your team’s monetary well-being — it boosts your company’s success. By reducing financial stress, you’ll see improved productivity, lower healthcare costs and higher profitability.
Research shows that financially secure employees are not only more focused and motivated, but they also feel greater loyalty to your company, resulting in less turnover. When you invest in your team’s financial health, everybody wins.
By helping your staff take control of their financial future, you’ll see loyalty skyrocket and employee turnover plummet.
“Our employees said Brad explained complex concepts in terms they could easily understand.”
“Our employees said Brad explained complex concepts in terms they could easily understand, gave suggestions that they were immediately able to implement, and helped improve their savings strategies. Several of them have
turned to him outside of the program to be their personal financial planner –
including me! We have worked with him on retirement savings, estate planning, business planning, life insurance, and saving for college. My family has a great deal of confidence in Brad.”
Stephanie D., Sr. HR Mgr- Atmos Energy
Full-Spectrum Financial Education Without the Hassle
Unlike many financial literacy programs that focus solely on 401Ks, we offer a holistic approach to financial education. Our workshops address a wide range of subjects—from estate planning and tax strategies to caring for aging parents and planning for each life stage. We can also tailor our programs to speak to your entire company or to meet the unique needs of specific teams, like your C-suite.
Say goodbye to the hassle of trying to piece together a financial wellness program from scratch. We’ll handle everything from scheduling to communication, giving your employees the guidance they need without adding to your team’s workload.
“In a nutshell, financial literacy improves financial wellbeing."”
"Importantly, financial literacy matters: it helps people make savvy financial decisions, including being less influenced by framing, better understand information that is provided to them, better understand the workings of insurance, and being more comfortable using basic financial instruments. In a nutshell, financial literacy improves financial wellbeing."
Journal of Financial Literacy and Wellbeing , Volume 1 , Issue 1 , April 2023 , pp. 1 - 11
Educated teams at*
