Your goal is to provide employees with great beneﬁts. But an important thing you may not be providing is how those beneﬁts ﬁt into an employee’s overall ﬁnancial picture.Presently, nearly half of American employees are worried about their personal ﬁnances. It’s understandable. In school, we were never taught fundamental ﬁnancial principals like saving, investing, and diversifying assets. And now we’re seeing the long-term effect: employees are looking for ﬁnancial guidance that employers may not have the time or resources to provide.
personalized to their speciﬁc issues, and most expect their employer to help them achieve ﬁnancial well-being. That’s why we created PlanWell™.
PlanWell™ is a ﬁnancial education curriculum from Baystate Financial designed to help you address this need. It’s not a generalized, basic program for all. Rather, it delivers a unique, individualized ﬁnancial experience to each employee. One that allows them to immediately adapt the lessons they learn to their lives. The objective? To help your employees realize their ﬁnancial goals, whether it’s saving for a house, college,or retirement. The best part? We take care of the necessary planning, marketing, and communications to make the curriculum successful.
By integrating PlanWell™ into your current beneﬁts package, you can:
• Bolster efficiency – when employees aren’t distracted by ﬁnancial worries• Bolster efficiency – when employees aren’t distracted by ﬁnancial worries• Increase employee engagement and retention• Foster a human-centered approach to ﬁnancial education
There’s never been a better time to help your employees work towards a brighter future. Together, let’s build a more educated, conﬁdent workforce by bringing PlanWell™ to your organization.
48% of employees are worried about their personal ﬁnances* — costing employers about one month of productivity per year. They’re looking for guidance that you may not have the time or resources to provide.
Baystate Financial’s PlanWell™ is here to help bolster your HR department and educate your employees — with turnkey onsite and virtual engagements delivered by specially trained professionals at no cost to you or your team. Together with your existing benefit offerings, these sessions allow your employees to get objective information on all the factors that contribute to pursuing one’s financial goals. Additional engagements tackle subjects ranging from college financing to retirement planning. How PlanWell™ works for you and your employees:
• A four-part core engagement series helps employees understand how to SAVE, INVEST, LIVE, and PROTECT their wealth on the path to retirement.• A four-part core engagement series helps employees understand how to SAVE, INVEST, LIVE, and PROTECT their wealth on the path to retirement.• Every attendee receives takeaway resources for future reference.• Engagements are held at a time and location that works best for your team.• Interested employees have the opportunity to meet with our financial professionals for holistic advice and management of strategies pursuing each client’s financial goals.• Engagements and consultations help to relieve employees’ stress from financial worries.