Browsing Tag
Financial Finesse
24 posts
Are You Defining Financial Wellness All Wrong?
As more employers learn the benefits of financial wellness, there’s still some confusion as to what kinds of…
Advisors Can Get Financial Wellness CE Credit Online
Financial wellness CE course helps advisors earn credits while guiding clients toward retirement and reducing financial stress.
Who Benefits Most From Financial Wellness Programs?
It’s working! Employees who regularly use financial wellness tools year after year are improving their money situations, new research…
Something Big Happened at This 401k Conference: GRPAA 2017 Summit
The heavens parted, the angels sang and something big happened at GRP Advisor Alliance’s annual summit Friday morning—…