Money worries come to work, too.
Financial education for Orange County teams, at your workplace or on Zoom.
When employees are worried about their finances, it can be hard to concentrate on anything else. A financial wellness program gives them a place to learn, ask questions, and get help.
I built my program from more than 30 years of working with retirement plan participants. It is grounded in the questions people actually ask and the financial decisions they face every day.
Money Talk with Scott
My series features approximately 20-minute discussions of financial wellness topics. The aim is to give people knowledge, tools, and skills they can use to manage their personal finances.
In person or on Zoom
I present live at your workplace or remotely. We can discuss the questions your employees have and the format that works for your team.
Watch again on YouTube
Recorded conversations are available on my YouTube channel, so employees can return to a topic when it becomes relevant to them.
A complement to retirement advice
Everyday financial decisions affect the ability to save for retirement. Financial wellness helps bring those decisions into the conversation alongside individual plan advice.
Watch Scott’s explanation and read the video summary
What are your employees asking about?
Tell me about your team. We can discuss a financial wellness session that is useful to the people who attend.
Contact Scott