Joe Pepper Email & Phone Number

As a former employer and owner of a large construction company, I saw the need for financial literacy and guidance among my staff and employees. No one came knocking on my door to help.The Dodd/Frank Act and the ERISA Act mention the need and responsibility of employers to provide access to financial education. The acts mention that a 501(c)3 would be the best option. Heartland is the only non-profit with a professional designation as a certified financial educator recognized by the DOL and other government agencies. Consider that:33% of employees have financial worries that hamper job performance4 out of 5 use work time to deal with financial problems 34% of employees' financial stress is high, too extremeI provide and teach others how to have classes for employers that:Reduce employee vulnerability to a significant economic crisis and financial stressImprove overall level of productivity in the organizationIncrease participation in the company-sponsored retirement plansImprove behaviors affecting the company's bottom lineThis holistic financial education can be customized to fit any schedule, often at no cost to the employer. This is provided with a non-solicitation agreement/contract. Contact me to explore what this can look like for your company.If this interests you in becoming an instructor, please reach out, as we are looking for more instructors.

Listed skills include Retirement Strategies, Life Insurance, Fixed Annuities, Variable Annuities, and 12 others.

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  Metropolitan State College Of Denver

  Mathematics And Business