Financial planning workshops.
Engage | Financial Security
"An investment in knowledge pays the best interest." — Benjamin Franklin
Objective
Empower employees to overcome financial stress and gain lasting peace of mind by guiding them through actionable financial planning workshops that build long-term security.
Facilitation Strategies:
• Host a "Budget & Brews" interactive lunch-and-learn during Construction Inclusion Week focused on practical debt reduction strategies and building emergency savings.
• Distribute physical "Financial Readiness Guides" with simple budgeting worksheets and trade-tailored retirement planning resources during site safety stand-downs.
• Partner with certified financial planners to offer confidential, 15-minute one-on-one financial health check-ups for field workers on job sites.
• Launch a mobile-friendly micro-learning series covering tax preparation, trade-specific tax deductions, and maximizing company retirement matching benefits.
• Distribute physical "Financial Readiness Guides" with simple budgeting worksheets and trade-tailored retirement planning resources during site safety stand-downs.
• Partner with certified financial planners to offer confidential, 15-minute one-on-one financial health check-ups for field workers on job sites.
• Launch a mobile-friendly micro-learning series covering tax preparation, trade-specific tax deductions, and maximizing company retirement matching benefits.
