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FINANCIAL EDUCATION FOR THE WORKPLACE
An employee benefit that can optimize the effectiveness of all the others

It has become an accepted truth that physical and financial fitness are interrelated. The effects of one impact the other, and both impact the workplace.

For nearly three decades, the advisors at Fusco Financial Associates have partnered with employers to provide customized financial education for the workplace. With “financial issues” cited as a major stressor in the workplace and corporate leaders noting with concern the significant and escalating costs to productivity, profitability and the proverbial “bottom line,” employers, large and small, across diverse industries, are recognizing the need to provide the tools to help employees prepare for retirement and achieve other financial goals.

About Our Presenters

Our education addresses a broad range of topics, from the financial and other perspectives, including legal and psychological. Presenters are drawn from complementary areas of expertise, including accounting, financial planning, geriatrics, psychology, real estate and law. All are seasoned presenters, knowledgeable in the subject matter and accomplished at engaging diverse audiences. We work closely with sponsoring organizations to ensure that every session meets their requirements and exceeds all stakeholders' expectations.

Why do Employers Provide On-Site Financial and Retirement Education?

To help

  1. Increase retirement readiness and decrease the number of employees delaying retirement.
  2. Reduce financial stress and possible attendant health care costs
  3. Enhance engagement and productivity
  4. Increase appreciation of and participation in other corporate benefits
  5. Enhance compliance with ERISA 404(c) to reduce organizational liability
  6. Nurture a healthier, happier, more productive workplace and a more profitable organization

Our seminars and workshops are designed to educate.

Our advisors provide timely, relevant and unbiased information in language that is easy to understand and at times and places that are convenient. Delivered by seasoned presenters with decades of experience in the areas under discussion, our presentations address topics ranging the full spectrum of our financial lives.

Our goal is to empower attendees to get past the inertia that often signals a lack of understanding or confidence, and, move forward, making the informed decisions that lead to financial independence. But attending a talk is not enough. The sessions are designed to motivate behaviors beyond the workplace, to take informed actions that lead to preparedness for retirement as well as achievement of other financial goals. This empowerment can have a ripple effect, often amazingly so, affecting individual and team performance and other factors that are reflected in the organization’s bottom line.



Workplace Education

505 Baltimore Avenue // Towson, MD 21204 // Phone: (410) 296-5400 // Toll-Free: (800) 810-6650 // Fax: (410) 296-7800 // Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fusco Financial Associates, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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