Financial Education Program

As a community service to local Austin businesses and non-profit organizations, LeafHouse financial provides the benefit of quality financial education to employees.  Our staff has experience crafting financial education curriculum for major financial institutions, and our presenters have spoken at some of the largest employers in the city.  We specifically tailor our content and presentation style to suit the particular demographics and corporate culture of your organization.

Through our comprehensive and interactive workshops we help achieve the following:

• Attract, retain, reward, and motivate the right employees
• Reduce employee turnover and re-training costs
• Decrease lost productivity due to financial worries and stress related issues
• Increase employee morale and loyalty by providing an invaluable benefit
• Save Human Resources Professionals time by answering many questions that would otherwise be directed to them
• Help fulfill ERISA fiduciary obligations to provide unbiased education on the basics of investing.  This reduces the threat of litigation and DOL audits.

Furthermore, comprehensive financial education is a great way for employers to communicate the value of the benefits packages they provide by having messages delivered by an independent third party.  Our firm has no connection to your organization’s benefits plan and thus has no conflicts of interest when providing advice to participants.  As a Registered Investment Advisor, we do not represent any financial product providers.  We focus purely on education while avoiding product sales pitches and conflicts of interest.

If you are interested in providing cost-free financial education to the employees of your organization, contact LeafHouse Financial today.