In this episode of the Jason Clause Show, My guest, Michelle Boss, a personal finance coach and a certified financial educational instructor shares a little bit about how to create a personal finance program for your team as an employee benefit.

1. The Jason
Clause Show
Personal Finance Education as a Workplace Benefit

2. Michelle Boss
Founder, The Money Boss
Personal Finance Coach
Certified Financial Education Instructor
(CFEI)
(800) 957-2603
michelle@themoneyboss.org
http://www.themoneyboss.org

3. 25%
"Research shows that 30 million American workers – 1 in 4 –
report they are seriously distressed and dissatisfied with their
financial matters … and this spans across all income levels." -
Jump$tart Coalition for Financial Literacy

4. A Well
Executed
Program is a
WIN-WIN
EMPLOYERS:
+ Recruiting & Retention Tool
+ Higher Employee Engagement &
Productivity
+ Lower Absenteeism
+ Higher Employee Satisfaction
+ Increased Profits
EMPLOYEES:
+ Help coping with a major source
of stress
+ Healthier Financial Behaviors
+ More Stability
+ Loyalty
+ Higher Workplace Satisfaction

5. Potential Topics
Customized for the audience:
Poor Financial Wellness
High Financial Distress
Average Financial Wellness
Average Financial Distress
High Financial Wellness
Low Financial Distress
▪ Benefits Information
▪ Budgeting
▪ Credit
▪ Savings & Financial Goals
▪ Mortgage for achievement of
homeownership
▪ Tax Preparation
▪ Insurance
▪ Investments
▪ Retirement & Post-Retirement
Planning
▪ Estate Planning

6. Characteristics of
a Successful
Financial
Education
Workplace
Initiative
1. Survey: Survey employees to assess both their financial
well-being and which financial topics need to be covered.
2. Delivery in a variety of formats: Online, webinar, live
coaching, lunch-and-learn, onsite classes, workbooks,
calculators.
3. Assessment: Measure improvement and behavior
changes with assessments before and after the program
is in place.
4. Variety of Topics: If possible, the more topics covered, the
greater the audience that will be reached and impacted.
5. Time: Financial behaviors can take months to years to
improve significantly. Programs see the most success 5+
years in place.

7. Getting
Started
Jump$tart Coalition for Financial Education
FDIC
National Financial Educators Council
Everfi
The Money Boss

8. FREE Lunch & Learn!
with
Exclusively for Jason Clause Podcast Listeners
The Money Boss is a completely independent coaching and education company.
$395 Value.