eMoney Advisor Strengthens Commitment to Financial Wellness During Financial Literacy Month

FinTech company plans internal and external initiatives in April to improve financial well-being

RADNOR, Pa., April 6, 2022 /PRNewswire/ — e-money advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, kicked off its celebration of Financial Literacy Month in April with initiatives aimed both at engaging employees in their own journey financial wellness and supporting financial advisors in their efforts to increase clients’ financial literacy. Resources include content from the Heart of Advice blog, continuing education (CE) programs, internal workshops and events, and more.

“We are committed to providing resources that help people talk about money and provide financial peace of mind for everyone, including our employees, advisors and their clients,” said Celeste Revelli, CFP®, Director of Financial Planning at eMoney. “As we work to achieve these goals every day, Financial Literacy Month is the perfect time to focus our efforts on improving access to quality financial education and improving financial well-being. of everyone, no matter where they are in their financial journey.”

Advisor Resources
the Blog Heart of advice offers industry insights and best practices on a variety of topics facing finance professionals today, including financial literacy and wellness. Several items are now available, including:

Moreover, with the growing interest in cryptocurrency – 43% of American adults rank it as their first investment according to a recent e-money survey – it can be difficult for finance professionals to know how to talk to clients about crypto. eMoney will host a CE Webinar titled “Cryptoasset Education for Advisors” on Thursday, April 7from 2 to 3 p.m. ET. Registration is open now.

Internal resources
eMoney will host an internal event called “Meet the Planners” on Wednesday April 13, during which employees can learn more about the role the internal Financial Planning Group (FPG) plays in supporting customers and employees. A team of CFP® and finance professionals, FPG leverages its diverse planning, product and industry expertise to drive product development and adoption, strengthen customer relationships, expand service offerings and supporting the company’s financial wellness strategy. FPG will also offer a 401(k) and retirement planning workshop for all employees on Wednesday April 20.

Throughout the year, eMoney employees have free access to a variety of financial wellness resources, including:

  • GIF opening hours: Employees can schedule time to connect with an in-house financial professional to ask questions and get advice on personal finance topics.
  • Incentive: eMoney’s financial planning and wellness mobile app – which allows users to aggregate financial accounts, track spending and savings, access financial education and complete challenges to bring about behavioral change – is available to all employees; new hires also receive incentive access as part of their onboarding process.
  • FinFit Workshops: Led by Fidelity, eMoney’s parent company, employees can enjoy daily live workshops on a variety of topics, including college planning, budgeting, retirement and more.
  • Headspace Conscious Money Collection: Employees have access to Headspace as a mental health benefit; the app offers a 10-day meditation course on mindful spending, among other topics.

“We believe that as a leader in the FinTech industry, we need to support conversations about money both internally and externally. We are committed to prioritizing the financial well-being and overall well-being of our employees during Financial Literacy Month and throughout the year,” Revelli said.

For more financial planning resources, visit Blog Heart of advice.

About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, e-money solutions strengthen customer relationships, streamline business operations, improve business development and drive overall growth. More than 96,000 finance professionals in businesses of all sizes use the eMoney platform to serve more than 4.5 million homes across the United States. For more information, please visit: emoneyadvisor.com.

SOURCE Electronic Money Advisor

Sarah J. Greer