Personal Financial Planning and Education Program

Course: Personal Financial Planning and Education Program

Personal Financial Planning and Education is a benefit designed for employers to reduce employee financial stress.  In reducing employee financial stress, employers increase employee work output and retirement plan contributions and reduce stress-related absences and health insurance claims. Participants in the program are taught by Certified Financial Planner designate professors from Creighton University Heider College of Business.  At the end of the program, employees will leave with a better understanding of financial issues and an individualized financial plan.

Program Details

$200 per employee
15-20 employees per class
Option for employer reimbursement of fees
Weekly meetings for 5 weeks
No prerequisite requirements

Employer Benefits

Increased employee productivity and overall attitude
Reduced employee finance related absences
Increased retirement plan contributions
Potential reduction in stress-related health insurance claims

Employee Benefits

Development of a financial plan
Reduced financial stress
Option for employer reimbursement of fees
Increased knowledge of financial world

Frequently Asked Questions

Who can attend? 
Sessions are designed for employees who have paid to be in the program. Executives or HR management may briefly audit part of a class, however, this is not recommended due to the confidential nature of the content discussed in the classes.

How should the cost be split between employer and employee? 
This is up to each employer however, a 50/50 split is recommended.

What happens if an employee misses a meeting or withdraws from the program? 
The employee may make up a missed class the next time the program is offered by the employer. If an employee withdraws and does not wish to continue, the fees are non-refundable.

Scheduled Classes

Sorry, there are no classes scheduled at this time. Call 402.280.2330 to set up a class for yourself or your organization today!