Employee Financial Wellness Seminar

Employee Financial Wellness Seminar

Objective: The objective of this two-day seminar is to empower employees with comprehensive financial knowledge and practical skills to improve their financial well-being, make informed decisions, and achieve their financial goals.

Program Benefits:

• Enhanced financial literacy and money management skills
• Reduced financial stress and improved overall well-being
• Increased confidence in managing personal finances
• Opportunity to create personalized financial plans
• Access to ongoing coaching and support for 12 months

Seminar Audience: Employees from various industries seeking to enhance their financial wellness and secure their financial future.

Day 1: June 14th

Morning Session:

• 9:00 AM – 10:30 AM: Budgeting and Cash Flow Management
• 10:30 AM – 12:00 PM: Saving and Emergency Fund

Afternoon Session:

• 1:00 PM – 2:30 PM: Investment Vehicles
• 2:30 PM – 4:00 PM: Retirement Planning and Maximizing Employee Benefits

Day 2: June 15th

Morning Session:

• 9:00 AM – 10:30 AM: Choosing a Career and Career Development
• 10:30 AM – 12:00 PM: Managing Credit and Debt

Afternoon Session:

• 1:00 PM – 2:30 PM: Insurance and Risk Management
• 2:30 PM – 4:00 PM: Tax and Estate Planning

Evening Session:

• 4:00 PM – 5:00 PM: Creating Multiple Streams of Income Workshop

Personal Financial Plan and Ongoing Coaching: Throughout both days, participants will have the opportunity to work on their personal financial plans during designated consultation periods. They will also receive information on ongoing coaching and support for 12 months following the seminar to assist them in implementing their financial plans, addressing any challenges, and achieving their financial objectives.

Venue Name: One Mission Church, 5915 Lawrenceville Highway, Tucker, GA 30084
Date: June 14th-15th, 2024
Time: 9:00 AM – 5:00 PM (each day)
Cost per Person: $99 for the two days (includes seminar program, materials, meals, and entertainment)

To Register: For more information and to register, please contact the ISBF Institute:

• Address: 2070 Sugarloaf Parkway, Suite 600, Lawrenceville, GA 30045
• Phone: 678.919-1212, 1.800.604.4040
• Social Media: Follow us on Facebook, LinkedIn, Twitter, and YouTube (@isbfinstitute).
• Email: info@isbfinstitute.com
• Website: www.isbfinstitute.com