Online Personal Financial Education for Organizations   

Organizations, like companies, are increasingly offering some form of personal financial education as part of their employee benefits program.  They recognize that this service increases workplace productivity and morale, while reducing stress levels. Other benefits to offering some form of workplace financial education include:

• 1. Increasing participation in and contributions to 401(K), 403(B), and other retirement     plans.
• 2. Helping employees improve their personal financial wellness.
• 3. Helping employees remove obstacles to fully funding their retirement plans.
• 4. Improving employees' chances to retire early or on time.

Historically, when organizations have made this form of Employee Assistance Program (EAP) available to their employees, they have done so by bringing in a financial planner from the securities firm that managed their retirement plans.  This face-to-face training or workshop format is not the most effective medium for the following reasons:

• Not all employees are able to attend the training at the same time due to logistical and schedule constraints.
• The right material was delivered at the wrong time in an employee's life.
• Training was focused heavily on retirement planning only.
• Presentations were biased and focused on promoting the financial services of the presenting firm.

To address these fundamental problems, eFinancial Portals works with organizations to build branded custom online financial education web portals and other web-based resources.  These portals are accessed from the company's Intranet or from the Internet directly and are not available to the general public. 

Our branded web-based portals are creative and user-friendly with a focus on personal financial literacy, retirement planning and preparation, and investor education.  Our portals are designed to speak a cohesive message to your organization.  By providing the most current content along with interactive tools, assessments, surveys, calculators, and other resources, the customized portal helps ensure your employees find what they want when they need it.

In addition to the focus areas mentioned above, portals provide users access to a wide range of financial tools, including the following calculators: Net worth, Expense Tracking, Home Budget, Savings Tool, Credit Card Payoff Estimator, Debt to Asset, and others. 

Other key resources within portal include: Downloadable Personal Finance Software, Financial Terms Glossary, Articles, Surveys, Assessments, Quizzes, and various other resources.    

Sample screen shots of portal below:

Click on the image to enlarge

Disclaimer:   Portals do not endorse any specific securities providers or make securities recommendations.  Users should consult their financial planner or a certified securities broker for such advice.  Portals are intended to be educational only and provide a broad understanding of personal financial areas in general. 

Click Here to obtain a more information about our portal service.