Waddell & Reed

Financial Wellness Corporate Program

Establishing and maintaining healthy spending and saving habits is as important to one's well being as proper nutrition and regular exercise. Your employees can achieve financial wellness – the balance between living responsibly today and planning wisely for tomorrow – through the Waddell & Reed Financial Wellness Program.*

Financial wellness is not about money; it's about decision-making. The Waddell & Reed Financial Wellness Program can:

  • Help your employees build awareness of their financial situation.
  • Provide your employees education for establishing financial goals.
  • Empower your employees to change their behavior and achieve their goals through informed choices in financial planning process.

The road to realizing financial wellness starts in the classroom, boardroom or any convenient setting where your Waddell & Reed financial advisor can address employees who want to improve their financial well being. Waddell & Reed offers three primary course options – Foundations, Accelerator, Transitions – or we can customize a course that can meet your employees’ needs.

Financial wellness can potentially...

  • Increase participation in your company retirement plan
  • Decrease turnover
  • Increase productivity
  • Enhance company culture

Above all, financial wellness can pay long-term dividends to your company health and your employees’ quality of life.

For more information about the Waddell & Reed Financial Wellness Program contact Bob Harris, CFP®, AVP, Financial Planning Development, at 913.236.3580 or financialwellness@waddell.com.

*This service is considered a component of an employee benefits program, available to companies from local Waddell & Reed financial advisor offices. If you are an employee of an organization that does not currently offer this program, please consult your human resources department to inquire about adding this program to your organization's benefits package.

Waddell & Reed, Inc. offers financial planning services in its capacity as a registered investment adviser. Consult your financial advisor for a breakdown of the fees associated with these services.

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