Why Executive Financial Seminars?

In today's working world, executives and employees are responsible for making decisions that can have a far-reaching impact on their financial health. Wealth Enhancement Group helps executives and employees master the full scope of financial planning, which includes investment management, tax strategies, and estate planning.

Why Wealth Enhancement Group?

Wealth Enhancement Group is known as one of the premier financial organizations in Minnesota. Wealth Enhancement Group brings its message of education to many through its numerous seminars and its number one rated weekend radio show "Your Money" (Sunday mornings on WCCO AM 8*3*0) rated by Arbitron. This commitment to financial education has resulted in approximately 1,000 executive and small group seminars. Bringing this expertise, experience, and credibility to executives and employee groups is a logical next step to this commitment. Wealth Enhancement Group is eager to help you navigate your financial planning, tax and estate planning strategies.

How Does Your Company Benefit?

Did you know that nearly 90% of employees are dissatisfied with their financial wellness and 75% are insecure about retirement causing one-third of these employees to waste nearly 20 hours each month dealing with money issues on the job? (“Employers Find it pays to Provide Financial Education to Employees,” Dr. Thomas Watson) Not only does the general employee need this tool, but also corporate officers, executives, and managers.

It is known that employee performance can be enhanced with employee financial well being. The National Institute for Personal Finance Employee Education found that for employees who make at least a small improvement in their financial well being that the first-year return on investment is nearly $400 per employee due to fewer absences, less wasted time on the job regarding financial problems, and better productivity. Furthermore, the NIPFEE, estimates that the total return for employers who provide financial education in the workplace is over 300%.

Your company may also find that the standards for 404(c) retirement/investment education can be satisfied, and that financial education can be a retention, recruitment, and attraction tool. Not many employers provide such a benefit, but it has become more important than ever.

How Do Employees Benefit?

As your company provides financial education, as mentioned above, your managers will likely start to see an improvement in the employees productivity, but the employee will benefit on a personal level as well.
Financial education…

• Allows the employee to create a complete financial picture, not just an isolated focus on the corporate qualified plan.
• Allows for coordination of conflicting goals in lifestyle, early retirement, educating children and grandchildren, taking care of elderly parents, and other specific issues.
• Enables employees to ask, "What else should I be doing?"
• Provides independent objective financial advice, as well as confidential, non-employer financial services resource.
• Assists with a better understanding of the company's plan(s).
• Gives the employees’ access to services that they might not have taken advantage of by themselves.

We prepare a PowerPoint Presentation around the topic requested, but all of the seminar content is customized around your employees and their questions. Our presentation model is essentially participant driven. We do prepare a PowerPoint Presentation around the topic requested. Some of the topics of seminars we often cover are:

• Financial Planning 101: This seminar covers basic financial planning strategies. It’s never too early to start planning for retirement. (Suggested age group: 20-35 years old)
• Will Your Money Last: This seminar covers risks regarding your retirement income. (Suggested age group: 35-50 years old)
• Protect Your Nest Egg: This seminar teaches strategies to help protect and grow retirement funds in an environment of rising interest rates and a roller coaster stock market. (Suggested age group: 50-60 years old)

Securities offered through Linsco/Private Ledger. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with Linsco/Private Ledger.

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