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                                                       Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        


Workplace Financial Wellness Seminars

58% of employees feel they have little or no control over their finances...62% of them worry they won’t be able to pay their bills in the event of an unexpected income loss.5

Financial stress is a prime cause of personal stress, which affects both the health and the productivity of your employees. Workers across all age groups have the same concerns about making ends meet.6  As an employer, keeping a loyal, productive and healthy workforce is at the core of your business. Educating your employees on how they can gain control over their own financial security, can be a driver for your success.

Financial Literacy is at the heart of what we do as a firm.  Our Workplace Financial Wellness Seminars give your employees the tools they need to create financial balance and freedom from financial stress. Response to our seminars has been extremely positive. Seminar evaluation surveys show that employees feel they get a value from the information provided while feeling more positive toward their employer for proactively offering assistance with their personal finances.

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