1 the employee experience. 2 financial fitness challenge details and timeline
TRANSCRIPT
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The Financial Fitness Challenge takes best practices from technology, psychology and online competition to make learning
about money efficient, effective and fun!
Financial Fitness Challenge
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The Program Works
92% Want to learn more
25% Participation rates
30% Improved knowledge
FINANCIAL WELLNESSAT WORK
SIGNIFICANT IMPROVEMENTIN BEHAVIORS
Build a Budget Financial Plan Retirement Savings Better Use of Benefits
Decrease Debt Fewer Late Fees Financial Stress
Up to70% improvements
in behaviors
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Program Overview
Timeline: September 15th – November 21st
Before 9/15:
Get excited about FFC!
Starting 9/15:
Complete the Checkup & pick
your topic
9/15-11/21:
Enjoy the courses & earn
certificates
By 11/21:
Complete the Final Checkup & celebrate!
Simple Four-Step Process:
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Program Overview
Financial Fitness Checkup
Financial Fitness Courses
Final Checkup
• Available to ALL employees
• Provides a personal report on your current financial knowledge, attitudes, and behaviors
• Recommends a learning topic and also offers alternative topic options
• Complete 5 courses
• 0.5 to 1.5 hours per course
• Pre and post-tests and optional course surveys
• Score 75%+ to pass and earn a certificate for each course
• Earn a 6th certificate!
• Completing it will highlight your changes in attitude, behavior, and confidence
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Sample Course Calculator
RESULTSIt appears that Social Security will replace approximately 33% of your current combined income of $130,000
Not Covered$87,568
So-cial Se-cu-rity$42,432
Social Security Replacement