Elements of Financial Wellness

Financial wellness is not about money; it’s about decision-making. That philosophy is central to the objective of the Waddell & Reed Financial Wellness Program, which helps employees build awareness of where they are financially, provides them education for establishing financial goals and empowers them to change their behavior to achieve those goals through the choices they make as part of the financial planning process.

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Benefits of Financial Wellness

The Waddell & Reed Financial Wellness Program can be a valuable benefit for any employee at any level at any organization. Furthermore, because this program is specifically designed to help employees achieve their personal goals and objectives, this truly can be a life-changing experience for those who participate.

AFCPE — Workplace Financial Education Improves Personal Financial Wellness

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Financial Wellness Process for Employers

The goal of our program is simple: provide customized solutions for maximum employee engagement. The Waddell & Reed Financial Wellness Program is designed to help organizations implement highly effective financial wellness solutions that are tailored to meet the unique needs of each organization. Our process allows employers of all shapes and sizes to offer a meaningful benefit with minimal effort and the flexibility to determine the level of investment that makes the most sense for any given budget.

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