National Financial Literacy Month 

 “The benefits of a successful financial education campaign is that employees who make better financial decisions have less financial stress, and studies have shown that employees with less financial stress are happier and more productive in the workplace,” says Mike Webb, a vice president at Cammack Retirement Group 

Achieve Financial Literacy

April is National Financial Literacy Month. Why do we dedicate this calendar page to highlighting financial skills and education? The tax deadline? Sound financial decisions are important all year long, but most Americans never learned how to manage money or save for goals, so financial security is a bigger challenge than it needs to be. Click here to read more from

Financial education programs have the potential effect of contributing significantly to the company’s bottom line. Click here to calculate how much employee financial distress costs you and estimate the employer's return-on-investment for providing workers with quality workplace financial education.

Why We All Need Financial Education at Work

More employers are offering financial education in the workplace. And if your employer doesn’t, you just might want to ask, “Why not?”

Studies show that financial education removes doubt and stress and results in improved performance, says Steven Kaye, the CEO of AEPG Wealth Strategies. What’s more, Kaye and others say: others, not just workers, benefit from financial education in the workplace. “Everyone benefits from financial education and financial wellness programs — the employer, the employees, the employee’s family, and even customers.”  Read more of TheStreet article here.

The PFW Scale™ is an effective way to evaluate employee financial stress. Click here to learn how your organization can benefit by using the Personal Financial Wellness Survey™
Personal Financial Employee Education Fund (PFEEF)
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