financial wellness - iscebs · 2018-08-23 · location/time management ommunications udget employee...

Financial

Wellness

Incentives

Presenter Materials Programs

Location/Time Management

Communications Budget Employee Resources

Wellness Points

Cash

Premium Reduction

Fee?

Share Cost w/Employee?

Food?

Room Rental?

Retirement Plan Rep?

Independent Fiduciary/Adviser

How do they make money?

Oneline Class

How are ?x answered?

Cost?

Workbook?

Customized?

1-on-1

Actionable Plan? Targeted age or topic

Financial Basics

Retirement Readiness

Phased Retirement?

Benefit Plan Audits

On or off site?

On or off clock?

Time of day?

Spouse/Partner attend?

Encourage employees

Role model

Program Support

Invitations/Announcements

Activities

Management Reports Water Cooler Talk

Financial Adviser

Family/Friends

CPA, Attorney

Articles/Online

Sample Mind Map Employer Developing Financial Wellness Education Programming

HowtoHaveFinancialWorkshopsEmployeesLoveABaker’sDozenIdeasfor…•Hands-on,funactivitiesthatwillberemembered•Accesstoexperts,(thinkCPA,attorney,banker)•Targeted&newinformation,beyond401Kbenefitinfo

NotBOR-INGpersonalfinancelectures!1. GettingFinanciallyOrganized–PlayJeopardyChecklists&Minute-to-

Win-It

2. MakingYourFinancialTimeline–DoYourLifePlanin30Minutes!

3. AccessingYourCreditHistory(viayoursecureinternet)

4. FraudAlert–Shred,Shred,Shred!–Bringconfidentialdocumentstoshredonsite;Getchecklistonwhatdocstosaveandforhowlong

5. TaxesAgain?!Yep,It’sThatTime–3TaxProscometoanswerquestions

6. MobileBanking–WhatItIs,HowtoDoIt,KeepingInfoSafe

7. PlanningAhead–Let’sMakeThatWill–Attorneyon-hand,Q&A

8. HomeCostBasics–Learnlatesttrendsforremodeling,fix-it-uppers,newconstruction

9. WhatToDoWhenYou’reScaredtoInvest–Howtolearn,teachfamilyinvestingbasicsoutsideofcompany401kplans;StockMarketPie:GrandmaHelpsEmilyMakeaMillion

10. SideHustles&SideCars–Let’sGoBeyondFinancialSecurity1.0

11. BudgetBusterMyths–PaychecktoPaycheck?Makeaplanthatworksforyou

12. FamilyLegacy–HowtoLeavetheLegacyYouWant

13. KidsSpendMoneyToo!Employeeworkshopincludessessionforkids.EmployeesgetbookletonhowtohandlefourmoneypersonalitytypesandQ&Asession.

Kidsingrades3-7can:-Makeaducttapewallet-Playonlineshoppergame-FindtheIDthieves-Learnaboutbankaccounts-PlaytheWants&NeedsGame

KidsingradesK-2can:– -Identifymoneydenominations,countchange– -Makeaducttapewallet– -PlayMoneyBingo–Learningwantsvs.needs– -Createaphotocollageonspendingchoices– -PetProject–Howtodecideifyoucanaffordapet

©2018Moreideasatwww.DynaMindsPublishing.com&www.MoneyGodmotherBlog.comConnectwithJoanne@KidsMoneyonTwitterorFB@RootandBloomForever

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