Advisors, plan sponsors and participants looking to get schooled on financial wellness now have a new resource.
According to a press release, intellicents has introduced intellicents university as part of its 5-Step Financial Wellness Program. The new financial wellness curriculum is designed for employers, their employees, and retirees. Users pick their path, review the syllabus outlining the subjects in their chosen course of study, and can then contact intellicents’ advisors or Certified Financial Planners to not only learn about the topic, but actually get planning and advice if desired.
Course descriptions are in either video or written form, and include subjects such as fiduciary duty, the hidden cost of delayed retirements, business succession planning for employers, retirement planning, choosing the right health insurance plan, maximizing your HSA, budgeting and credit management, claiming Social Security, and buying or leasing a car for individuals.
The university currently offers 17 different topics for employers – 23 for the American worker and 10 for retirees – and anticipates adding more in the future.
You can learn more about intellicents university at https://www.intellicents.com/intellicents-university.
With headquarters in Albert Lea, MN, and offices in Eden Prairie, MN, Leawood, KS, Des Moines, Pella and Lake Mills, IA, and Tacoma, WA, intellicents serves over 200 employers, with 48,000 participants, and assets under management and advisement approaching $4 billion.
