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Workplace Financial Education
 

New Financial Literacy Resources for the Workplace

Having a job may give you a paycheck, but it doesn’t necessarily mean you know what to do with the money you earn. Thanks to Texas Society of Certified Public Accountants’ workplace financial education program, you can get free financial literacy resources for your workplace.

Whether you’re the company president or a human resources or communications professional, bring these free personal finance resources into your office and share them with your employees.

Since the No. 1 cause of stress in the workplace is personal finance (USA Today) and poll results indicate nearly 30 percent of Texas employees spend six or more hours each week at work worried about or dealing with personal finances, how can you afford not to take advantage of this workplace financial education program?

Read more workplace financial literacy statistics.

Like a physical wellness program, this informative personal finance program can strengthen your employees’ fiscal health and empower them to better manage their money.

Getting Started
How can you enroll your company in TSCPA’s workplace financial education program .? It’s simple. Just download the free materials and distribute them throughout your workplace.

Besides these free printable resources, TSCPA can help arrange free personal finance education seminars for your employees. E-mail Jennifer Nimmo at jnimmo@tscpa.net for more information.

If you find these materials useful, let us know. If you have suggestions for the TSCPA’s workplace financial education program . program, tell us that too. E-mail Jennifer Nimmo at jnimmo@tscpa.net with questions.

Free Resources
Just download and distribute!

Articles for Employee Newsletters/Intranets
(
Microsoft Word documents)

Boosting Retirement Wealth with 401(k) Plans
Budgeting
Buying a Home

Credit Card Debt
Holiday Spending
Identity Theft
Planning for a Disaster
Surviving Divorce and Starting Over Financially

Teaching Kids About Money
Using Your Tax Refund Wisely


Table Tents for Break Rooms (.PDF)
Available in both color and black-and-white options
Topic
English
Español
401(k) Plans [ Color ] [ B&W ] [ Color ] [ B&W ]
Budgeting [ Color ] [ B&W ] [ Color ] [ B&W ]
Buying a Home [ Color ] [ B&W ] [ Color ] [ B&W ]
Credit Card Debt [ Color ] [ B&W ] [ Color ] [ B&W ]
Holiday Spending [ Color ] [ B&W ] [ Color ] [ B&W ]
Identity Theft [ Color ] [ B&W ] [ Color ] [ B&W ]
Planning for a Disaster [ Color ] [ B&W ] [ Color ] [ B&W ]
Surviving Divorce and Starting Over Financially [ Color ] [ B&W ] [ Color ] [ B&W ]
Teaching Kids About Money [ Color ] [ B&W ] [ Color ] [ B&W ]
Using Your Tax Refund Wisely [ Color ] [ B&W ] [ Color ] [ B&W ]

Flyers for Bulletin Boards (.PDF)
Available in both color and black-and-white options

Topic
English
Español
401(k) Plans [ Color ] [ B&W ] [ Color ] [ B&W ]
Budgeting [ Color ] [ B&W ] [ Color ] [ B&W ]
Buying a Home [ Color ] [ B&W ] [ Color ] [ B&W ]
Credit Card Debt [ Color ] [ B&W ] [ Color ] [ B&W ]
Holiday Spending [ Color ] [ B&W ] [ Color ] [ B&W ]
Identity Theft [ Color ] [ B&W ] [ Color ] [ B&W ]
Planning for a Disaster [ Color ] [ B&W ] [ Color ] [ B&W ]
Surviving Divorce and Starting Over Financially [ Color ] [ B&W ] [ Color ] [ B&W ]
Teaching Kids About Money [ Color ] [ B&W ] [ Color ] [ B&W ]
Using Your Tax Refund Wisely [ Color ] [ B&W ] [ Color ] [ B&W ]

Paycheck Inserts (.PDF)
Available in both color and black-and-white options
Topic
English
Español
401(k) Plans [ Color ] [ B&W ] [ Color ] [ B&W ]
Budgeting [ Color ] [ B&W ] [ Color ] [ B&W ]
Buying a Home [ Color ] [ B&W ] [ Color ] [ B&W ]
Credit Card Debt [ Color ] [ B&W ] [ Color ] [ B&W ]
Holiday Spending [ Color ] [ B&W ] [ Color ] [ B&W ]
Identity Theft [ Color ] [ B&W ] [ Color ] [ B&W ]
Planning for a Disaster [ Color ] [ B&W ] [ Color ] [ B&W ]
Surviving Divorce and Starting Over Financially [ Color ] [ B&W ] [ Color ] [ B&W ]
Teaching Kids About Money [ Color ] [ B&W ] [ Color ] [ B&W ]
Using Your Tax Refund Wisely [ Color ] [ B&W ] [ Color ] [ B&W ]