Reducing Stress Related to Personal Finances ________________________________________________________________________________

 Wisdom is knowing what to do next. Virtue is doing it.
– D.S. Jordan

With the goal of reducing employee stress related to personal finances, the Financial Learning Center offers a library of material with videos, calculators, courses and links to hundreds of websites on virtually any financial topic, as well as health, nutrition and elder care to help employees navigate the challenging journey to financial security and independence.

Worksite financial seminars are offered and e-Newsletters addressing personal financial topics are sent regularly.

An individual consultation with a licensed and registered financial adviser is just an email or phone call away.

360 Degrees of Financial Literacy

Provides information for managing personal finances during different life stages.
A few of the Financial Life Stages discussed at the site include:

  • Sandwich Generation
  • Life Crises
  • Couples & Marriage
  • Parenthood
  • Retirement & Estate Planning
Guideline to Investment Education for Retirement Plan Participants
This comprehensive module follows the education guidelines promoted by the U.S. Department of Labor Interpretive Bulletin 96-1.

Smart 401(k) Investing

Created by FINRA, this online learning site is a very engaging presentation on
information needed to understand virtually every aspect of 401(k) retirement plans.
Whether an employee is just beginning, in mid-career or has retired, this site will be helpful.

Topics of Interest

Each topic offers links to websites that offer comprehensive planning information and answers to employee questions.

  • Saving & Investing
  • Money Management
  • Retirement Planning
  • Protection/Insurance
  • Financial Calculators
  • Elder Care / Senior Needs
  • Health, Wellness & Nutrition
  • Education/College Planning
  • Consumer Interests & Concerns
  • Estate Planning

       Get Started Now!