Workplace wellness
Topics we teach
Employers bring us in to help their people understand the money decisions in front of them. These are the topics we are asked about most. Each one is taught in plain language, at the pace your group wants, and shaped around what your people are actually asking.
Money under pressure
Debt conversations
Debt is the thing people avoid talking about, and often the thing sitting heaviest on how they show up at work. We cover how to look at what is owed, which balances cost the most to carry, and what order to tackle them in. No judgement, no scare tactics.
Credit reports and scores
How a report is built, what actually moves a score and what does not, how to read your own report without paying for it, and how to correct something that is wrong.
When life changes shape
Demystifying divorce
Divorce rearranges every financial decision at once — accounts, beneficiaries, taxes and timing. We walk through what changes, what has to be updated, and which questions belong with the legal and tax professionals who handle that side of it.
Social Security
When to claim, how the benefit is calculated, how working affects it, and what a spouse or former spouse may be entitled to. The rules are learnable. The timing decision usually is not reversible.
Medicare
What Part A, Part B, Part C and Part D actually cover, when to enroll, what it costs, and how it interacts with an employer plan. Missing the enrollment window has consequences that last.
Programming for the observances your workplace recognizes
Alongside the topics above, Navigant Advisory Group curates off-the-shelf educational programming for the observances your workplace recognizes. Black History Month in February. Women's History Month and International Women's Day in March. Financial Literacy Month and America Saves Week in April. Asian American, Native Hawaiian, and Pacific Islander Heritage Month and Older Americans Month in May. Hispanic Heritage Month, September 15 through October 15. Native American Heritage Month in November, with Native American Heritage Day on the Friday after Thanksgiving. César Chávez Day on March 31.
Each program is built for the date and customized for your employees. For companies still in the business of embracing inclusion, we are the perfect partner: curated programming that reflects your people, ready when the calendar says it's time.
Sessions run onsite or by webinar, in plain language. Social Security Onsite and Medicare Onsite bring a specialist into your workplace to answer your people's questions directly, during the month that fits or any time of year.
Taught in plain language
Every topic is education, not advice. Sessions can run as a workshop, a webinar, or a one-off session on a single topic, and they can be built around the questions your people are already bringing to HR.
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