We value your privacy

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.

Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

 

Financial Wellness Education Workshops

FOR EMPLOYERS

How concerned are you about your employees’ financial stress? How is overall participation in your employee benefits program? Do you have concerns about worker productivity and employee retention?

MainStreet Financial Wellness Education Workshops are learning events designed to increase your employees’ financial literacy around a wide variety of financial planning topics. You’ll help your employees reduce stress related to financial matters and have a happier workforce as a result.

$2,500 per event     

WHAT YOU GET

Our Workshops are one-hour events (online or in-person) designed to address important issues your employees are facing.

Workshop topics include:
Top Six Financial Planning Mistakes
Financial Planning 101
Retirement – Ready or Not Here we Come
Strategies for Getting Out of Debt
Three Buckets for Savings & Investments
Getting Enough Insurance
Saving for and Paying for College
Open Enrollment Mistakes

This is just a sample of the events MainStreet has provided in the past. Our team of Certified Financial Planners™ (CFP®s) will work with your organization to customize the event to fit the needs of your employees covering any number of topics.

FREE REPORT

Five Reasons Financial Wellness Impacts your Employee Performance

Decisions we help your employees make

CASHFLOW & BUDGETING

Let’s face it, budgets are not sexy, that’s why we’ve got a Spending Plan for you.

PAYING OFF DEBTS

It’s no fun to have debts. Lay out a battle plan to tackle it.

SPECIAL SITUATION PLANNING

Getting a divorce
Special Needs
Stock options/RSUs

IS MY PORTFOLIO BALANCED?

Everyone says I should be investing. But what is the right strategy for me?

HOW MUCH INSURANCE DO I NEED?

Life; Disability
Long Term Care
Liability: Home & Auto

RETIREMENT PLANNING

When should I take my social security; Annuity for Saving and/or guaranteed income; Withdrawal Strategy for Retirement Funds

BUYING A HOME OR RENTAL PROPERTY

Should I buy or should I rent? How much house can I afford?

HOW MUCH DO I NEED TO SAVE?

For college
For retirement
For house

HOW YOU GET IT

MainStreet will work with you on scheduling the event date and helping your organization promote the event to your employees. The event can be online, in-person, or both! When the event is completed, a recording the presentation and materials will be made available to your organization.

$2,500 per event