Employee Financial Wellness & Education In the Workplace

This is a complimentary lunch n learn. There is no cost to your company or employees. We've found that having at least 5 employees attending and at most 25, is a good number. We also have done multiple sessions if there is a high demand and attendance. 

We've typically done in-person where we come on-site, provide lunch and complete the presentation. In addition to in-person we also do virtual webinars. Your HR/company coordinator would provide a list of interested employees and we'd email them a webinar invite with approved & agreed date & time.

We understand that companies have employees representing various demographics and needs. Since we have done many lunch n learns, we present in such a way that is jargon-free and touches on specific but common financial needs. We have seen what questions employees have and keeps them up at night.

Our focus is on education and not selling products. We typically don't need more than the lunch hour. We present for about 30-45 minutes and take follow up questions afterwards. We also leave your employees (in-person) with take away  material or we email it to them if we hold the presentation in webinar format.

Most employees have good intentions but time and life get in the way of seeking out proper planning & education. Just like workplace healthcare benefits, it's easier to engage while at work during lunchtime.

With so much information overload there’s never been a better opportunity to help your employees plan their financial future. BlueAlpha Wealth can help you create goodwill with your employees as they see you providing this complimentary benefit.