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Personal finances are employees number one source of stress, according to MetLife’s 17th Annual U.S. Employee Benefits Trends Study based upon interviews with 2,675 employees and 2,500 benefits decision makers.

Reducing your employee’s stress levels around their finances can have a measurable impact on the overall morale and productivity of your workplace

Our Financial Wellness Series can be offered on-site at your business location and offered to all of your employees, or it can be administered via a distance learning format utilizing WebEx technology. Our mission is to provide your employees with an educational platform that affords them the opportunity to make better financial decisions. Our core curriculum includes:

  • Financial Planning Basics
  • Your Employer-Sponsored Retirement Plan
  • Investment Basics
  • Retirement Basics
  • Surviving Market Volatility

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On an as-needed basis we can also expand the universe of topics to include:

  • Estate Planning Basics
  • Women & Money
  • College Planning
  • Social Security
  • Planning for Long-Term Care
  • Planning for Medicare
  • Special Needs Planning
workplace financial wellness

Benefits also include:

  • Co-branding With Your Business to Imprint on Your Employees a Valuable New Employee Benefit
  • Turnkey Employer Invitations and Communication
  • Workbooks (Hard Copy or PDF Format)
  • Participant Evaluation Forms
  • One-to-One Consultations
  • Participants automatically enrolled in Jacobi’s Weekly Financial Wellness Newsletter

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services are offered through Jacobi Capital Management, LLC, an SEC Registered Investment Adviser. Jacobi Capital Management, LLC is an entirely separate entity from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operates their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors they are each possibly subject to differing obligations and limitations and may be able to provide different products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at
Pinnacle Equity Solutions, BizEquity, Marketing Pro,  Jacobi Wealth Advisors and LPL Financial are all separate entities.

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