Feeling concerned about everyday expenses and personal budgets can be a common experience for many employees at all income levels. In the workplace, that unease can translate to lost productivity and workdays, higher turnover, health issues, and effects on relationships.
According to a PWC study, 60 percent of full-time employees reported that they are stressed about their finances. Even 47% of those who earn more than $100,000 say they have concerns about their budgets.
Many employers empathetically address their workers’ financial wellbeing by offering health insurance and savings accounts as well as retirement plans. While these benefits are greatly appreciated, 74% of employees surveyed in the PWC study also say they would like quality advice and guidance on making financial decisions and coping with the economic impacts of significant life events.
Workplace Financial Wellness by SAFE seeks to meet the need for quality financial education and insights by bringing services directly to employees where they are—at absolutely no cost to employers.
What is Workplace Financial Wellness
Workplace Financial Wellness is a no-cost program offered by SAFE to Sacramento-area employers and organizations to help their employees gain confidence in their personal finances through financial education workshops and webinars, one-on-one coaching, and corporate partnership.
How SAFE Helps You and Your Team
- Workplace Financial Health Assessment
- We start with an anonymous assessment of your employees’ current financial situation. We share the results with you and use it to create a customized program that directly meets your employees’ needs.
- Special Offers
- SAFE provides special offers and discounts for community and Workplace Financial Wellness partners to help employees build financial freedom.
- Financial Education
- Certified financial educators facilitate workshops and webinars on topics that relate to real life, including budgeting, preparing for retirement, homebuying, debt management, and more.
- Personal SAFE Coach
- SAFE provides employers with a dedicated coach who will be there through every step of the program, arrange services, and answer questions.
If you’re interested in bringing Workplace Financial Wellness to your organization, contact the team by calling (916) 971-2529, emailing financialwellness@safecu.org, or requesting additional information through our website.
