Financial Workshops for Businesses

Empower Your Team: Financial Wellness Workshop for Businesses

Boost morale, increase productivity, and show your employees you care with our 401k Plans and Financial Wellness Workshop for Businesses. This engaging, on-site or virtual session is designed to equip your team with practical knowledge and tools to take control of their finances. This complementary workshop is something we offer to all of our 401k clients.

What We Cover:

  • Budgeting & debt elimination strategies

  • Understanding credit and how to improve it

  • Saving for short- and long-term goals

  • Retirement planning basics (401(k), IRAs, etc.)

  • Protecting income through proper insurance

  • Navigating employee benefits more effectively

Why We Should Set Up Your 401(k):

We don’t just teach financial literacy we help implement real solutions. By partnering with us to set up and manage your company’s 401(k), you’ll get a streamlined, cost-effective retirement plan tailored to your business, backed by personal support for both you and your employees. We simplify the process, reduce administrative burden, and offer ongoing education so your team can get the most from their benefits.

Why It Matters:

Money stress is one of the leading causes of distraction and burnout in the workplace. By providing financial education and real solutions like retirement planning, you invest in your team’s peace of mind, loyalty, and long-term success both personally and professionally.

Who It’s For:

Businesses of all sizes looking to add real value to their employee benefits package, improve retention, and create a culture of empowerment.

Format:

  • 45–60 minutes (flexible based on your schedule)

  • Interactive and engaging, with Q&A

  • In-person or virtual delivery available

  • No cost to your company or employees

Let’s help your team feel confident about their finances, so they can bring their best selves to work. Contact us today to schedule a workshop or learn more.

Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia.

In the U.S., securities are offered exclusively by PFS Investments Inc. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099.


*Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business. Not all PFS Investments representatives are authorized to offer managed investments.

Mortgage Loans - Important Disclosures

Primerica Mortgage, LLC, NMLS ID # 1723477 (https://nmlsconsumeraccess.org). EQUAL HOUSING OPPORTUNITY. Primerica Mortgage, LLC is a state licensed Mortgage Broker, with its headquarters office located at 1 Primerica Parkway, Duluth, GA 30099-0001. Phone Number: 1-855-357-1054. Mortgage products are offered through a contractual agreement between Primerica Mortgage, LLC and a third-party lender.; This is not a commitment to lend or extend credit. All loans, credit, and collateral are subject to underwriting and approval by the lender. Terms, rates, data, programs, information, and conditions are subject to change without notice. Not all loan products are available in all states. Specific program restrictions may apply so please consult your Mortgage Loan Originator (MLO) for complete details. Your MLO may only originate mortgage loans on real property that is located in a state where both Primerica Mortgage, LLC and the MLO are licensed to transact mortgage business. While refinancing your existing loan may reduce your monthly payment, your total finance charges may be higher over the life of the loan. Primerica Mortgage, LLC is a MORTGAGE BROKER ONLY, NOT A MORTGAGE LENDER OR MORTGAGE CORRESPONDENT LENDER. For additional disclosures and a complete list of states where residential mortgage loans are offered, please visit https://www.primerica.com/public/primerica_mortgage_disclosures.html

Representatives are not licensed to sell all products in all states/provinces/territories. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. Additional information about this investment professional is available on BrokerCheck. PFS Investments Inc. Customer Relationship Summary.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.

In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.


Michigan: Primerica Mortgage, LLC. Michigan 1st Mortgage Broker License # FL0022649, Michigan 2nd Mortgage Broker Registrant # SR0024890.
Oklahoma: Primerica Mortgage, LLC. Oklahoma Mortgage Broker License # MB013617.


Primerica  Privacy Important Disclosures Primerica Mortgage, LLC (NMLS ID #1723477) Disclosures NMLSConsumerAccess.org Terms & Conditions Contact Fraud Alert Form CRS PFSI Disclosures

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