August 31, 2020

New NCEO Webinars: Financial Wellness for ESOP Participants

NCEO founder and senior staff member

Many ESOP companies provide financial wellness education for employees—and even more should. Employees really appreciate the help in learning how to think about wealth-building strategies for the long term, and especially how their ESOP accounts fit into that. But it can be hard to find the time and resources to put together a really effective package, so we have done it for you.

Earlier this summer, we partnered with Jamie Waldren of Wells Fargo Wealth Advisors and Peter Newman of Peak Wealth Planning to create a series of five webinars, each targeted at a specific audience, to provide an effective training program for all your employees. Jamie and Peter combine knowledge about financial wellness in general and ESOPs in particular.

Each webinar is one hour long. They each focus on a different group. The first one provides advice for company leaders on how to talk to employees about financial wellness. The next four are aimed at millennials, people in mid-career, people nearing retirement, and people who have terminated but are still plan participants.

In addition, the package includes a set of brief PDFs aimed at each group. Jamie and Peter also provide a series of links to useful tools—wealth calculators, planning tools, budget tools, and more.

This is a great tool for ESOP companies, available at no cost and only to NCEO members. Click here to learn more.