Financial Education for Employees

Your company may offer valuable workplace benefits, but employees may be uncertain how those benefits fit into their overall financial picutre. That's where we can help.

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What We Offer

Bridge Street Wealth Strategies offers complimentary financial wellness sessions designed to provide clear, practical, and relevant education to empower employees with the confidence to make informed financial decisions based on their personal situations. Our educational offerings can be customized for each employer's needs, and include:

Group employee educational sessions
One-on-One confidential consultations
Ongoing education and access to resources

Group Employee Education Sessions

We provide engaging presentations anytime during the year, including during open enrollment periods. We work to fit your needs.

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1-0n-1 Educational Sessions

Employees can schedule a complimentary, no-obligation educational session to discuss financial topics.

Individual Services

Ongoing Education and Resources

We help employees understand a range of financial wellness topics using articles, calculators, videos, and more.

Resource Center

Frequently Asked Questions

Is there any cost or obligation for our company or employees?

No. All group education sessions and initial 1-on-1 sessions are completely complimentary, with no obligation to move forward with any additional services*.

What do employees typically learn in these sessions?

Employees gain a better understanding of how workplace benefits work and why they matter. Sessions will help explain key features such as elegibility, contribution types and saving strategies to help support long-term goals so they can make more confident financial decisions.

How are the sessions delivered?

We offer flexible options, including on-site presentations, virtual sessions, and one-on-one educational sessions. We’ll work with you to align with your schedule, including during open enrollment periods.

Will this replace any of our current workplace benefit providers or advisors?

No. These sessions are designed to complement your existing workplace benefits by helping employees better understand and utilize the benefits already available to them.

*Fees may apply for additional individualized services

Collaborate with Us on Financial Education

If you’re looking to increase engagement in your workplace benefits and provide meaningful support to your employees, we’d love to help. Let’s build a customized, complimentary financial education offering for your team.

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