Employee Wellness Program
The IFE curriculum is designed to educate your employees with the knowledge they need to take control of their finances and their future.
IFE partners with you to implement HR, EAP, and Wellness programs. Employees gain access to no-cost, high-value, financial education training.
Financial Wellness Campaigns
Financial Wellness Campaigns
Financial Wellness Campaigns
IFE offers turnkey financial education resources that provide the tools to change employees’ everyday money attitudes and establish behaviors that have lasting effects.
Financial Education
Financial Wellness Campaigns
Financial Wellness Campaigns
Our research based curriculum helps employers provide customizable financial education to employees designed to reduce their financial stress and achieve their goals. We provide relevant topics in a sales free atmosphere.
Comprehensive Reporting
Financial Wellness Campaigns
Comprehensive Reporting
How did it go? Our reports provide post workshop data including employee engagement, series effectiveness, and future topics of interest.
Our research is showing that that financial stressors are not only negatively impacting employees, but are costing the employers. Stressed employees are found to be less productive, take more time off to deal with financial matters, are more likely to leave the company for higher compensation, and are more likely to cite health issues caused by financial stress. These findings evidence a direct correlation between an employee’s financial well-being and a company’s bottom line and may help justify an investment in a financial wellness program.
— Kent E. Allison, Partner & National Practice Leader, PWC
Contact Us
Contact Us
Complimentary Financial Wellness Campaigns
Schedule a time to speak with our Employee Wellness Specialist that can partner with you to customize your campaign:
- Organizational Financial Literacy Assessment
- Customized Financial Education Workshop Series
- Comprehensive Utilization Report
Workshop Topics
10 Steps to Financial Freedom
Advanced Social Security Planning
Advanced Social Security Planning
• Find your net income
• Calculate expenses and profit
• Set financial goals
• Create a budget
• Shift from credit to cash
• Know the difference between
investment and expense
Advanced Social Security Planning
Advanced Social Security Planning
Advanced Social Security Planning
• Break-even analysis–should you collect at
age 62, 66, or 70?
• Delayed retirement credits–earn 8% per year guaranteed for 4 or 8 years
• File and suspend–file for your Social
Security suspend and let your spouse collect
50% of your benefits
• Learn how to collect IRA’s and let your Social Security grow 8% per year
• How are your benefits calculated?
• How cost of living adjustments affects your
Social Security
Asset Based Long-Term Care (LTC)
Advanced Social Security Planning
Asset Based Long-Term Care (LTC)
• LTC by the numbers
• Federal LTC program
• Activities of daily living
• Qualifying for low/no-cost coverage
• LTC insurance alternatives
• Medicaid planning
• LTC during retirement
College Planning
Financial Fitness
Asset Based Long-Term Care (LTC)
• The myth about financial aid
• Sources of money
• Need-based vs non-need-based
• College funding vs financial aid
• Advice
• The reward
Estate Planning
Financial Fitness
Financial Fitness
• Dealing with death and estate taxes
• Wills and trusts
• Probate and your estate
• Choosing an executor
• Lifetime giving exclusion
• Unlimited martial deduction
• Tax-free inheritance
Financial Fitness
Financial Fitness
Financial Fitness
• Cash flow management
• Basics of tax planning
• Creating a financial road map
• Introduction to estate planning
• Overcoming obstacles to creating wealth
• Maximum savings and investment plans
Financial Pitfalls
Improving Your Credit and Reducing Debt
Financial Planning in Uncertain Times
• Lack of plan or inadequate plan
• Improper debt management
• Lack of estate plan
• Lack of tax planning strategy
• Buying advice on the Internet
• Lack of an exit strategy
Financial Planning in Uncertain Times
Improving Your Credit and Reducing Debt
Financial Planning in Uncertain Times
• Budgeting for change
• Navigating a financial crisis
• Phases of wealth
• Tax planning 101
• Long-term financial efficiency
Improving Your Credit and Reducing Debt
Improving Your Credit and Reducing Debt
Improving Your Credit and Reducing Debt
• What is in a credit report and how to read it
• What makes a credit score?
• Roll down debt reduction strategies
• How to improve credit score
IRA, TSP, and 401K Rollovers
IRA, TSP, and 401K Rollovers
Improving Your Credit and Reducing Debt
• Consolidating assets
• IRS section 525
• Accessing your retirement accounts for
current needs
• Saving/avoiding taxes
• Leaving IRA’s behind/stretch IRA
Long-Term Care (LTC)
IRA, TSP, and 401K Rollovers
Market Based Investments
• LTC by the numbers
• Medicaid overview
• LTC insurance options
• How to plan for LTC
Market Based Investments
IRA, TSP, and 401K Rollovers
Market Based Investments
• What is "The Market"?
• Stock, bond, and mutual fund characteristics
• Annuities–how they work
• Qualified money–IRAs and 401Ks; what’s the
difference?
• Taxation implications of investing
Medicare and Long-Term Care (LTC) Planning
Modern Day Planning for the Small Business Owner
Modern Day Planning for the Small Business Owner
• Medicare part A, B, C, and D
• What is a supplement?
• Tax planning with Medicare
• How does LTC work?
• Qualifying for no cost LTC
Modern Day Planning for the Small Business Owner
Modern Day Planning for the Small Business Owner
Modern Day Planning for the Small Business Owner
• How to create tax efficient executive compensation
• Advanced tax strategies for the business owner
• Succession planning secrets
• Taking care of employees through
education
Navigating a Financial Crisis
Modern Day Planning for the Small Business Owner
Public Service Loan Forgiveness
• Financial strategies to prepare for a crisis
• Understand how market events impact you
• Protecting your life savings from
catastrophe
• Ensuring your money outlives you
• Surviving financial uncertainty
• Tax strategies during volatile times
Public Service Loan Forgiveness
Social Security and Retirement Planning
Public Service Loan Forgiveness
• Different types of student loans
• Different types of payment plans
• How to properly set up loans for PSLF
Retirement Planning
Social Security and Retirement Planning
Social Security and Retirement Planning
• How to not outlive your money
• Running the retirement marathon
• How taxes and inflation impact retirement
• Exit strategies
• RMD’s
• Stretch IRA’s
• LTC considerations
Social Security and Retirement Planning
Social Security and Retirement Planning
Social Security and Retirement Planning
• Understanding the basics of Social Security
• How to optimize your benefits
• Advantages of applying after full retirement
age
• How are your benefits calculated?
The SECURE Act
Tax Strategies in a Volatile Climate
Taxes and the IRS
• What is it?
• How does it impact my beneficiaries?
• The government could become your
#1 beneficiary
Taxes and the IRS
Tax Strategies in a Volatile Climate
Taxes and the IRS
• Where do our taxes go?
• Do I need a tax advisor?
• Tax avoidance
• Tax-free savings
• Tax-deferral vs tax deductible vs tax-free
• Why you shouldn’t wait to get your refund
Tax Strategies in a Volatile Climate
Tax Strategies in a Volatile Climate
Tax Strategies in a Volatile Climate
• Utilize volatility to your tax advantage
• Why the next 5 years are crucial for long-term tax planning
• Eliminating variables for retirement
• Using tax advantaged dollars to efficiently
plan
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