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Workplace Financial Wellness Program

Drive company health by empowering employees to take control of their finances.

When employees have a good understanding of their finances, they’re more likely to contribute more to their 401(k) plans, make better financial decisions, and feel less stressed about money. Offering your people financial benefits can profoundly impact your workplace.

The Ameriprise Workplace Financial Wellness Program

Ameriprise Financial partners with businesses like yours to offer employees ongoing financial education. We match you with a local Ameriprise financial advisor to deliver employee-focused financial wellness capabilities that are designed to help meet your organizations needs. The Workplace Financial Wellness program offers: 

Employee education

Virtual or in-person seminars on key financial topics to help your employees with navigating their top financial priorities.

Self-guided website

Financial wellness website with access to top-of-mind financial articles and easy-to-use calculators.

Financial planning

A personalized roadmap to help employees feel more confident about their finances and benefit decisions.

Deliver financial wellness in the workplace

Financially stressed employees are nearly 5x as likely to admit personal finance issues have been a distraction at work.1

Program overview

Financial wellness centered around your workplace needs

Our Ameriprise financial advisors work with you to build an ongoing financial education plan, including seminars, informational emails, and more. This way, we can empower employees and motivate them to focus on their financial health. Here are some of the top-of-mind topics we cover:

• Open enrollment & benefit selection

• Saving strategies for retirement

• Everyday finance management

• Managing debt & finances

• Women financial strategies

• Investment strategies

• Saving for College

• Buying a home

• Legacy planning

• Charitable giving

Ready to learn how the Ameriprise Financial Wellness Program can drive company health and benefit your employees? Email our team to set up time to connect on your organization’s needs. _self

PwC's Employee Financial Wellness Survey, PwC US, 2023.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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