Financial Planning and Advice

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

PNC Bank

Health Fairs: 1

Raffle: Mug of Candy

Interactive: Financial Fitness

Regions Bank

Health Fairs: 1

Raffle: A gift bag of Regions give-a-ways

Interactive: We provide onsite financial advices, guidence and prospective.

Edward Jones

Health Fairs: 1

Raffle: Amazon Gift Card!

Interactive: Interactive financial planning software and tools

Edward Jones Investments

Health Fairs: 0

Raffle: Your raffle prize

Interactive: Activities to help participants learn how to prioritize financial goals.

Fia Yoshida Financial Advisory

Health Fairs: 2

Raffle: A big beautiful gift basket with tasty and delicious treats!

Interactive: Brochures, flyers, and our fun and friendly advice!

Edward Jones

Health Fairs: 1

Raffle: TBA

Interactive: What keeps you up at night questionnaire. Market downturn "vaccination".

Edward Jones Investments

Health Fairs: 1

Raffle: $50 Visa gift card

Interactive: Analysis of individuals financial situation

Edward Jones

Health Fairs: 1

Raffle: Visa Gift Card $25

Interactive: "Prize wheel" prizes and Retirement Calculators to take home

New York Life

Health Fairs: 0

Raffle: We bring a print out of New York Life gear worth a total of $25.

Interactive: Chat and educate about financial planning.

Foresters Financial Services

Health Fairs: 0

Raffle: two $25 gift Certificate for Gas

Interactive: We schedule a free, no committal financial analysis and review. We also have a wheel of fortune spinner that allows individuals to interact and retrieve additional prizes and giveaways.