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Valuing People Over Profits

Financial Wellness Workshops | Columbia, SC

Understanding your finances should not be hard, but without the right advice and information, controlling your financial situation may seem difficult or even impossible. At The Templeton Group of Cornerstone Financial Management in Columbia, SC, we offer financial wellness workshops run by our knowledgeable advisors. We can help empower your employees with the information they need to know in order to take control of their financial situation, plan for success, and stay focused on their career goals.

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Benefits for Employers

If you are an employer concerned about employee retention and performance, then you know the importance of a comprehensive benefits program. Our financial wellness workshops are a great benefit you can offer to your employees and stand out from your competition. As your employees learn how to better control their finances, this can help to create a more positive and productive environment as well. Our workshops can be scheduled before work, after work, or during office hours—whatever is convenient for you and your team.

Benefits for Employees

Financial literacy is becoming increasingly important, yet many people do not know who to trust for financial advice. Additionally, advice found through resources on the internet is often general and vague, but our workshops can be tailored specifically to the needs of your staff. Our financial wellness workshops are designed to give your employees the right tools to address their financial concerns, helping them manage their stress and ultimately be happier, high-performing workers on the job.

What Our Workshops Cover

Our workshops can be tailored to suit the most important concerns your employees may have regarding their financial situation, such as providing an explanation of their employee benefits plan. We can also offer targeted workshops focused on a range of financial literacy topics, including:

  • Eliminating debt
  • Investing basics
  • Retirement planning
  • Saving for college
  • Long term care insurance
  • Managing financial risks
  • Retirement checkup
  • Social security
  • Caring for aging parents
  • Estate planning
  • Income tax planning
  • Life insurance
  • And much more

Schedule Your Workshop Today

At The Templeton Group, we are invested in helping our clients develop and maintain good financial habits by equipping them with the knowledge and tools they need to understand and control their financial situation. If you are an employer wanting to make a positive impact for your employees while providing a valuable benefit option, contact us today to discuss setting up a financial wellness workshop at your place of business.

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