Financial Wellness is an integral part of every employees overall happiness. In this session we cover the 4 main topics of “No Surprises” financial planning. This 1 hour session is our most popular session as we cram in lots of useful financial planning takeaways. We bring employees on a high level whistle stop tour of tax, insurances, mortgages and savings and investments. All of this wrapped in our philosophy of “no surprises” where we show employees how to identify, quantify and target future financial events.