Empowering its employees with smart financial planning strategies, Purchasing Power, LLC, a voluntary benefit company offering the leading employee purchase program through the convenience of payroll deductions, recently hosted a day of on-site professional training seminars presented by the Jon Baker Financial Group. The Jon Baker Financial representatives met with employees of varying ages and career stages to provide tips on taking control of their financial future.
In recognition of Financial Wellness Month (September), employees were offered the opportunity to review their 401K investments on Sept. 24 with a Certified Financial Planner™ and to attend workshops with the Jon Baker Financial Group to learn more about debt reduction, budgeting, saving, and investing—with a focus on navigating life’s key transitional periods.
“We are very grateful for the valuable financial insights and practical strategies that Jon Baker Financial provided our employees during our month-long focus on financial responsibility,” said Beth Valenta, senior manager, corporate learning and development at Purchasing Power. “Our employees who participated told us that the sessions gave them a better understanding of tools and techniques that can help them take more active control of their financial future. As one manager said, ‘the facilitator made me really think about how to move forward in my personal finances and to prepare for the future.’ We couldn’t ask for a more powerful impact from this training.”
QUOTE FROM ED RODRIGUEZ, JON BAKER FINANCIAL GROUP:
“I along with Eric Michalski, CFP® and Serina Shyu, MBA, CFP® want to thank Beth Valenta and Purchasing Power employees for a fantastic financial wellness workshop. We were happy to present at both offices but even happier when we saw the feedback on how the workshop was very helpful and how much attendees enjoyed the personal examples.”
About Jon Baker Financial Group
Jon Baker Financial Group is a personal financial planning firm. Since 2000, the company’s team of Certified Financial PlannerTM professionals has helped individuals and families get clarity about their financial situation so they can take action to get the results they want. The firm looks at the whole picture from investment strategies to estate and tax planning when guiding you to make well-informed decisions. The Jon Baker Financial Group team works to ensure that each individual has a positive experience. If you are interested in a 30-minute complimentary phone call, please visit https://www.jbakeradvisor.com/p/contact-us