[Participant Guide] Your Past, Present, and Future to Financial Wellness
Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years? [1]
Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness:
Paying down debt
Paying yourself
Paying for your future
Send and share with your employees!
Your Past, Present and Future to Financial Wellness
900 East 96th Street, Suite 325
Indianapolis, IN 46240
Email: info@csiadvisoryservices.com
Phone: (317) 844-3256
Website: www.csiadvisoryservices.com
[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.
Securities are offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ. PA, MD. ME. VA, NC. CO, MS, IA, LA, WY, OR, AL, MO, I, GA, CA, TN.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation.
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