Allison V. Bishop, CPA
Financial Literacy Workshops
Educating people about financial literacy is very important to me. It’s a topic we’re not typically taught in schools for some reason, but everyone needs to know how to handle their money wisely. If you have a group you would like to have me speak to, please send me an e-mail to discuss the details. My recent speaking experience includes a presentation to a group of dental students, where I focused on student loan debt, budgeting, and how to get on your feet financially upon graduation. I also presented a continuing education course to accountants, attorneys, and mediators, focusing on the financial and tax effects of divorce. If you have a group with specific needs or in a particular stage of life, I can tailor my presentation to their interests.
If you are an employer, please consider implementing a financial wellness program for your employees. In the last decade, there’s been a huge increase in employers paying attention to their employees’ physical wellness and offering support in a way that they hadn’t before. But one aspect of wellness that hasn’t been addressed to nearly the same degree by employers is financial wellness.
Often employees are offered sessions with a representative of the company’s retirement plan, which can be very useful, but retirement only addresses one aspect of financial security. There are so many other – more immediate – needs student loans, credit card and medical debt, emergency funds, budgeting, college savings, saving for a down payment, creditworthiness. PwC’s 2018 Employee Financial Wellness Survey found that the two benefits employees would like that are not currently offered are access to unbiased financial counsellors and help to understand and using their employer benefits. And 54% of respondents said that they wanted to make their own decisions but wanted someone to validate those decisions.
Here are some ways I can help you support your employees’ financial wellness:
● Have me come in and present a Lunch and Learn for the whole office
● Offer a day of individual sessions with me, and a 3-month follow-up
● If you have an employee under particular financial stress, such as divorce or crushing student loan debt, arrange for him or her to come to see me over the course of several months
Physical wellness programs have been very successful and provided a strong return on investment, which is why they’re only becoming more popular over time. Financial wellness programs have the same potential to benefit your employees and improve your workplace.
Contact Allison To Get Started
I maintain the highest level of confidentiality regarding my clients. I will never reveal any personal information relating to any client, except at the specific request of the client.
I charge strictly by the hour, which ensures that I only give advice which is in my clients’ best interests. My fiduciary responsibility in every instance is solely to my client; I do not recommend any specific insurance or investment products and do not receive any commissions or other sources of revenue.