Learn Know Understand™ Financial Literacy

This 1 day workshop, Financial Literacy in the Workplace® explores the growing need for financial education in the workplace, what other organizations are doing and which programs are the most effective. We will take participants through the primary financial topics and discuss ways to make a positive change in the lives of their employees.

After completing this course you will be able to:

• Understand the costs and risks associated with a financially illiterate work force • Know the potential liability stemming from “under educated” retirement plan participants • Learn the Department of Labor’s position on financial education • Understand potential Sarbanes Oxley exposure • Know the techniques to enhance the financial literacy of an employee population • Understand the cost benefit analysis of implementing these programs • Know what to expect (and not expect) from your retirement plan provider & administrator • Know the difference between “financial communication” and “financial education”

Content covers:

• The History of Financial Workplace Educational programs • The RIsks, Costs and Benefits to Employers and Employees • The growing storm of litigation due to financially illiterate retirement plan participants • Techniques to assist in better educating your work force

Format: Lecture, Discussion, Interactive group and individual exercises
Skill Level: Beginner
Prerequisites: This workshop is designed for Corporate Human Resource & Training executives, who are considering implementing a Financial Literacy or Financial Education program within their organization.
Advanced Preparation: None

Instructor Biography:

Chuck Bosworth is a Certified Financial Planner ™ and Investment Advisor with Raymond James & Associates in Orlando, FL. Chuck has over 15 years of experience working with individuals and families, helping them plan their futures, prepare for the unexpected and prosper through challenging times. Chuck is also the founder of The Financial Literacy Group, LLC, which provides financial education to corporate groups and individuals. He is a dynamically engaging speaker who makes learning about important financial topics both informative and entertaining. Chuck’s goal is to challenge and inspire you to take control of your financial life.