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