Intellicents University Launched with Financial Wellness Curriculum

401k, financial wellness, retirement, workers

Education equals confidence, which equals wellness.

Need an indication of the demand for financial wellness?

Consider:

They’re a few of the reasons investment and retirement plan advisory giant intellicents has launched intellicents university with a heavy financial wellness focus.

“Many Americans are not ready for retirement,” Brad Arends, CEO and co-founder of intellicents, said in a statement. “Yet, it is difficult to expect dramatic behavior change regarding savings rates for ‘tomorrow’s money’ when they are not financially fit in regard to ‘today’s money.’”

The wealth management industry is addressing these issues for business owners, upper management, and the affluent, Arends noted, often referred to as the wealthiest “1 percent” of Americans.

“But this same industry acknowledges that they have little time or interest in providing this service for the 99 percent that they openly refer to as ‘the under-served.’ That is the passion of us here at intellicents, and we invite other like-minded advisors and employers to join us in this crusade to implement a workplace financial wellness program that really works for everybody.”

“intellicents university provides financial wellness curriculum for employers, their employees, and retirees,” Grant Arends, president of Retirement Plan Services and co-founder of intellicents, added. “Users pick their path, review the syllabus outlining the subjects in their chosen course of study, and can then contact our advisors or Certified Financial Planners to not only learn about the topic, but actually get planning and advice if desired.”

Course descriptions are in either video or written form and include subjects such as:

“We currently are offering 17 different topics for employers, 23 for the American worker, and 10 for retirees. We anticipate adding more in the future,” Grant Arends explained.

Arguing that the typical American gets the vast majority of their financial needs taken care of at work, “Think about the complexity of the decisions we are asking them to make every year at benefits enrollment time,” Brad Arends concluded. “The decision that they make on one benefit option can impact the decisions they have to make on other benefit options; and these are no longer just benefit questions, but financial planning issues.  Consequently, we already have several clients that have made financial planning an employee benefit.”

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