Financial Planning and Advice

Health Fairs: 0

Raffle: Gift Card

Interactive: We will help people determine their position on the retirement planning system.

Edward Jones

Health Fairs: 0

Raffle: Picnic Time Cooler tote with accessories

Interactive: n/a

Next Level Financial Partners

Health Fairs: 0

Raffle: GIFT CARDS

Interactive: 2 ADVISORS AVAILABLE FOR Q&A & SAMPLE OF DETAILED FINANCIAL PLAN

Magellan Planning Group

Health Fairs: 0

Raffle: None

Interactive:

Edward Jones Investments

Health Fairs: 1

Raffle: Gift Card

Interactive: Financial Advisor interacts with participants

TIAA

Health Fairs: 1

Raffle: $25 Target Gift Card

Interactive: No interactive displays, other than an IPad used to show employees how to navigate through the ScholarShare 529 website

Northwestern Mutual

Health Fairs: 2

Raffle: 30 dollar Visa giftcard

Interactive: We give out information about financial planing

Edward Jones

Health Fairs: 1

Raffle: Gift card

Interactive:

Edward Jones

Health Fairs: 1

Raffle: Gift Basket

Interactive: We have handouts to help answer common retirement questions without any pressure

Edward Jones Investments (Oklahoma City)

Health Fairs: 1

Raffle: TBA

Interactive: Flying Investment Monkey - Don't Monkey Around with Your Investments

Mass Mutual Financial Group

Health Fairs: 1

Raffle: An appointment to see a local health wellness provider.

Interactive: The professionals who man the both create the interactive environment. We simply participate to meet people and learn a little about any needs they may have.

Fifth Third Bank

Health Fairs: 0

Raffle: $25 Amazon gift card, and other Fifth Third Bank giveaways with a spin the wheel to make it fun.

Interactive: We do a spin the wheel to ensure someone wins everytime and give away free advice on many Financial wellness subjects such as: building credit, consolidating debt, protecting identity, preparing for home ownership, HSA education, amongst many other topics.