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CSU SAN MARCOS New Benefit Program Financial Education and Counseling

CSU SAN MARCOS New Benefit Program Financial Education and Counseling. Overview. Employer Paid Benefit Effective March 1, 2010 Enhancement to EAP Financial Benefit Covers you and your immediate family Financial Education and Counseling Identity Theft Prevention and Protection

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CSU SAN MARCOS New Benefit Program Financial Education and Counseling

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  1. CSU SAN MARCOSNew Benefit ProgramFinancial Education and Counseling

  2. Overview • Employer Paid Benefit • Effective March 1, 2010 • Enhancement to EAP Financial Benefit • Covers you and your immediate family • Financial Education and Counseling • Identity Theft Prevention and Protection • Legal Services

  3. Why New Benefit? • Provide resources to improve employees’ financial well-being • Pay issues • Employees are having financial issues

  4. Sample Issues Budgets and Spending Strategies Debt matters Credit Issues Mortgage Review/Options Tax Issues Retirement College Planning ID Theft & Legal

  5. The Solution – Financial Wellness Help Employees – • Develop better spending habits • Reduce their debt • Improve their credit • Improve their savings • Plan for retirement

  6. The Program – Business Advantage Bringing Financial Education to Employees • Educational Classes • On-site, Webinar, Self-Directed (online) • Website Resources • Personalized (helps employee get finances organized) • Guides, Worksheets, Articles, Calculators, etc. • Accessible by Financial Coach • Newsletters and Tips

  7. Individual Financial Coaching • Unlimited Unbiased Telephonic Financial Coaching for 60 days at no cost • Financial Needs Analysis • Develop And Define Member Goals • We Engage Members (Proactive Approach) • Achieve Early Success • Refer Employees To Advisors

  8. MSA Financial Coaches • Salaried Employees • Prohibited from selling products and services • Minimum 5 years experience/average of 18 • Credentials include: • Certified Financial Educator (CFEd) • Certified Credit Counselors (CCC) • Certified Financial Planner (CFP) • Certified Public Accountant (CPA) • Enrolled Agent (E.A.) • Certified Divorce Financial Analyst (CDFA) • Certified Senior Advisor (CSA) • Certified Mortgage Planning Specialist (CMPS) • Fair Credit Reporting Act (FCRA) Certification

  9. Additional Services • ID Theft Services • ID Monitoring • Fraud Resolution & Doc Prep • Legal Benefits • Free 60 minutes Consultation with an Attorney • Free Simple Will • Discounted and flat-fee Attorney Rates

  10. Getting Started • Call (888) 724-2326 • Activate ID Monitoring

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