Financial Wellness Programs

We believe establishing and maintaining healthy spending and saving habits is as important to one's well-being as proper nutrition and regular exercise. Your employees can pursue financial wellness – the balance between living responsibly today and planning wisely for tomorrow – through a financial wellness program.

Financial wellness is not just about money; it's about decision-making. We can:

  • Help your employees build awareness of their financial situation.
  • Provide your employees education for establishing financial goals.
  • Empower your employees to change their behavior and pursue their goals through informed choices in financial planning process.

The road to financial wellness starts in the classroom, boardroom or any convenient setting where your Waddell & Reed financial advisor can address employees who want to improve their financial well-being. We offer three primary course options – Foundations, Accelerator, Transitions – or we can customize a course designed to meet your employees’ unique needs.

Financial wellness can potentially...

  • Increase participation in your company retirement plan
  • Decrease turnover
  • Increase productivity
  • Enhance company culture

Above all, financial wellness can provide long-term benefits to your company health and your employees’ quality of life.

Please call us or click “Contact ” to see if this is a fit for your company or association.

*This service is considered a component of an employee benefits program, available to companies from local Waddell & Reed financial advisor offices. If you are an employee of an organization that does not currently offer this program, please consult your human resources department to inquire about adding this program to your organization's benefits package.

Financial planning offered through LPL Financial, a Registered Investment Advisor. Consult your financial advisor for a breakdown of the fees associated with these services.

Have a Question?

Thank you!