Money Metrics
@Work
Educational
Workshops
Why should
you host a free Money Metrics Educational Workshop?
Research on
employees and money shows the following:
The #1 source of stress while at work is personal finances.
54% worry about debt and want to change their financial
situation.
43% dont save anything for retirement.
35% cant pay all of their monthly bills.
34% say their money stress level is high to extreme.
40% of employees waste 20+ hours/month of work time because
of money problems.
"Research shows that personal financial wellness increases job
productivity."
Thomas Garman, Virginia Tech COTA Research.
Employees
Top Financial Issues/Concerns are:
42% - Debt / Credit Cards
16% - Spending Plan / How to Save More
10% - Retirement Planning
8% - Home Ownership
8% - Taxes
"Financial education gives employers bottom line dollars and cents
benefits with reduced payroll taxes from greater employee use of
tax-favored vehicles. This is cash money on the table for
employers."
Ernst & Young Financial.
Money Metrics @Work is 100%
educational and topics include:
It's the information everyone needs to
know how to manage money better. We help people how to keep more of the
money they make right now.
Take a look at the Workshop Overview
- PDF File
The Introduction to
Why Employee Financial Education Matters is here.
More information is here about the Money Metrics
Learning Modules.
Continuing Education Classes
We teach Continuing Education classes
for industry professionals. Our course is approved or accepted
by:
-
CFP (Certified
Financial Planner) Board of Standards.
-
WA State Office of the Insurance
Commissioner (Life Insurance)
-
WA State Real
Estate Services Division
-
Washington State
Bar Association
-
WA State Board of Accountancy
Call for a class
outline or to schedule your class.
Get organized, get control, and get
moving NOW!
Start keeping more of your money TODAY.
Call 425-373-4045 or email
info@money-metrics.com.
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