Financial Planning and Advice

Edward Jones

Health Fairs: 1

Raffle: N/A

Interactive:

MainStreet Financial Planning

Health Fairs: 1

Raffle: Books on financial planning topics

Interactive: Ask a Certified Financial Planner any money related question

Edward Jones

Health Fairs: 1

Raffle: N/A

Interactive:

myEcon The Personal Financial Success Company

Health Fairs: 0

Raffle: 4 Day 3 Night Resort Getaway

Interactive: We provide a quick financial stress analysis to all participants and guide those at risk with solutions.

TRUIST

Health Fairs: 0

Raffle: Whole Foods Gift Card or similar

Interactive: Financial wellness tools and wellness resources

Gerber Kawasaki

Health Fairs: 1

Raffle: Raffle Basket ~$500+ Value

Interactive: We can bring a golf game, spin to win, etc

PNC Bank

Health Fairs: 1

Raffle: TBD

Interactive: On the spot Financial Wellness Resources and Education. Budgeting, Credit, savng

Bison Financial Group

Health Fairs: 2

Raffle: $50 Amazon Gift Card

Interactive: Will be answering questions about Financial Wellness & scheduling free consults.

Western & Southern Life

Health Fairs: 1

Raffle: 2 $25 target gift cards!

Interactive: Financial Health checkup and Budgeting worksheets

CPM Federal Credit Union

Health Fairs: 0

Raffle: Your raffle prize

Interactive:

PNC Bank

Health Fairs: 0

Raffle: Cash Bonus up to $400 plus financial benefits

Interactive: Offer free 1:1 financial education- Today's economy we help with Budgeting Tools

Health Fairs: 0

Raffle: Tech giveaways

Interactive: Financial Health Survey to help employees determine upcoming financial needs. 1:1 opportunitity to speak with a Wealth Officer from BBVA Compass