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Financial Education/Retirement Security (U.S.)

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Financial stress impacts productivity, job performance, ability to focus at work and staff turnover. Help your participants learn the basic tools, habits and behaviors needed to achieve financial goals. Find financial education and retirement security program support in the resources listed below.

E-Learning

Understanding Social Security

Understanding Social Security

The impact of Social Security is far-reaching. Since its enactment in 1935, Social Security has become a primary means of funding retirement for many workers and their beneficiaries. This course is designed to help both employers and individual workers understand eligibility requirements, funding processes and ways to maximize benefits in anticipation of applying for Social Security or Social Security Disability Insurance (SSDI).

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Webcasts

Dreaming of Retirement

Dreaming of Retirement

Many people can't wait for retirement, yet they spend more time planning their vacations than putting together a formal plan. To be confident that you can sustain the retirement lifestyle you envision, you may need to do some calculations to determine whether you are on track to have the necessary income or assets. We'll provide the tools to help ensure your retirement dreams are realistic.

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Considering a Financial Caregiver? Know Your Options

Considering a Financial Caregiver? Know Your Options

Financial caregiving involves assisting others in managing their money when necessary due to their advanced age, health condition or declining cognition. The Consumer Financial Protection Bureau (CFPB) will share information designed to aid those who are starting to notice that a loved one may need help managing their finances as well as those who are planning for their own financial future. Knowing these options will help attendees to navigate what may work best in any given situation.

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The Dangers of Credit Illiteracy to Staff and the Workplace

The Dangers of Credit Illiteracy to Staff and the Workplace

Are you aware of the dangers of financial illiteracy in the workplace? Many speak of financial literacy, but let's speak about the real danger: financial illiteracy. Financial Illiteracy causes stress on employees, resulting in mental and physical health implications, which could impact production. How can we help resolve this? With financial literacy education. Explore how organizations are providing resources on managing credit and debt, the impacts on staff and business, and most importantly, how to address this issue by setting up a successful financial literacy program.

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Survey Reports

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace wellness programs have grown to include benefits that address workers’ mental health, financial health, growth and purpose. Physical health-related offerings like flu shots and health risk assessments remain popular but the meaning of wellness initiatives has been expanding.

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Blogs

Articles

Videos

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