Employer-Sponsored Financial Education

Employer-sponsored financial education

Financial stress amongst your employees has a costly impact on workplace productivity, retention, and overall employee well-being.

66%

Employees who say they are stressed about their finances

7.3 hours

Lost per week due to financial stress

$183 billion

Annual cost of lost productivity and engagement

2 times

More likely to be looking for a new job

There is a driving desire and demand amongst employees for financial wellness to be taken seriously by their employer. When looking at two different studies, 76%-87% of employees feel their employer should play a role in supporting their wellness. What’s more, 96% of employers AGREE with this idea, yet only 2 out of 5 employers offer financial wellness programs.

Already Excited? Ready to Take Action?

Contact Ben Feimer, our Business Development and Partnerships Manager!

what we provide

At Prosperity Connection, we offer a comprehensive Employer-Sponsored Financial Education (ESFE) program designed to boost your employees’ financial well-being and contribute to your company’s overall success. Our non-profit status ensures an unbiased, education-focused approach tailored to your employees’ needs.

Our financial education and coaching services can be offered virtually or on-site, as well as in English and Spanish.

Our classes provide an understanding of common financial topics, such as budgeting and credit, equipping attendees with the knowledge needed to build a strong financial foundation.

During this one-time appointment, participants are provided a copy of their credit report, their FICO credit score, and personalized tips for improving their credit.

These sessions help participants build confidence, knowledge, and skills with assistance in setting achievable goals, creating a custom action plan, and building savings for the future.

The Results Speak For Themselves

Nearly 8 out of 10 respondents have received bad financial advice.

55%

of all respondents have made financial mistakes due to bad advice

25%

of all respondents report they have made serious financial mistakes

A study by Employee Benefit News reveals the percentage of participants who felt “highly stressed” about personal finances dropped from 52.4% to 19.2% after completing a financial wellness program.

BEFORE52.4%
AFTER19.2%
83%

of employees say they would be positively impacted by having access to financial wellness benefits, becoming more committed to their company, likely to stay longer, and more productive

Since 2020, our clients have:

Acquired 58 assets (houses, cars, loan, etc.)
Credit Scores increased by 46 points

What a Typical Progression Might Look Like

examples

Our Partners

How to Get started

We offer several pricing options and can tailor our services to meet your organization’s specific needs. Please contact Ben for more information!

Statistics from Bank of America’s 2024 “Workplace Benefits Report” and BrightPlan’s 2024 “The State of Financial Well-being” report.

Ben Feimer

Business Development and Partnerships Manager

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