Financial Wellness Presentations

Don't Neglect Employees' Financial Health

You know that a successful organization depends on successful individuals. Yet some of your employees are likely:


Financially distressed employees often have TROUBLE FUNCTIONING AT WORK. Worrying about money creates STRESS AND ANXIETY, leading to HEALTH PROBLEMS for individuals who become less productive at work.

B.E.S.T. Wealth Management offers customized financial wellness presentations to address these concerns.

Your Employees benefit by learning how to make good short- and long-term financial decisions. 

Your Business benefits by potentially reducing health care costs, absenteeism, and turnover, while improving low levels of job satisfaction.

While finances are a personal issue, reducing the stress and anxiety workers feel when they worry about money can have a positive impact on your workplace … and your bottom line.

Our Growing Collection of Presentations

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An Easy Way to Budget

In this interactive presentation, employees will learn about:

  • The Goal of Budgeting
  • An Easy and Effective Way to Budget
  • Budgeting Techniques via a Case Study
  • Situations That Could Disrupt Their Budget and How to Prepare for Them
  • Online Budgeting Tools to Help Simplify Their Life

401(k)s vs IRAs:
Where Should You Invest?

In this presentation, employees will learn about:

  • Investment Principles
  • Why it’s Important to Invest in a 401k
  • Importance of Investing Early
  • Similarities and Differences of 401(k)s vs Traditional IRAs vs Roth IRAs
  • Where They Should be Investing
  • Their Own Company 401k Plan – There May Be Aspects Employees Aren’t Aware of
  • Possible Opportunities Available for Higher Net Worth Employees
  • Resources to Further Their Knowledge

Understanding 529
Education Savings Plans

In this presentation, employees will learn about:

  • Features of 529 Plans
  • Types of 529 Plans
  • Where Funds Can be Used
  • What Funds Can be Used for
  • Specifics for Missouri and Illinois Residents (or wherever your employees are located) 
  • Investment Options
  • What to do if Child(ren) Don’t Go to College
  • Who Should Own the Account
  • Gifting Strategies
  • Whether They Should Even Set Up a 529 Plan

Any Customized
Presentation You Desire

We can put together any financial presentation that would suit your company and / or employees. Some examples would include:

  • An Overview (or Detailed Review) of Employee Benefits
  • Retirement Readiness Tips for Employees Close to Retirement
  • Apps Geared Toward Helping Millennials Organize Their Finances
  • Tax Strategies Available in 401k for High Income Employees
  • How to Handle Finances in a Marriage
These are just some examples of the types of presentations that we could do. But the sky is the limit. If you have an idea in mind, feel free to reach out to us!

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