Workplace Financial Planning & Group Education
Financial wellness support for employees, delivered through the workplace.
Accelerate provides employers a financial wellness program designed around their workforce. Employees receive education, planning tools, and one-on-one time with licensed financial professionals, coordinated with the company retirement plan and benefit programs.
-
Group Education
Onsite or virtual sessions on financial wellness topics. -
One-on-One Meetings
Individual time with licensed financial professionals.
Topics Covered
-
Budgeting
-
Credit and debt
-
Student loans
-
Home buying
-
Saving for goals
-
Retirement plan
-
Insurance
-
Estate planning
