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Financial Wellness

The Participant Effect is a guidance based, beginning to end retirement method to help you create confidence in your financial life.

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A solution based and measurable education program that moves the needle and guides employees to financial independence.

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Learn about what we do and our approach to help you save fast.

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A Roadmap To Financial Wellness

The Participant EffectSM can help you create a more confident retirement down the road.

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What Is The Participant Effect? 

The Participant Effect is a guidance based, beginning to end retirement solution to help create confidence in your financial life. Together with your employer, our goal is to help you pursue financial well-being in retirement.

Why Is This Important To Me?

Retirement may seem like an elusive dream that you don’t believe you’ll ever reach. Or maybe you think that its not possible to start saving now. The Participant EffectSM is here to tell you that you CAN achieve your retirement goals and it’s NEVER too early or too late to start.

Why Take  A Wellness Assessment

The Financial Wellness Assessment will provide you with a personal Financial Wellness score that can serve as your benchmark as you make steps to become more financially well. You will also be guided to information relevant to the financial priorities you’ve identified and the information will help The Participant Effect team tailor group education workshops to specifically address the needs of you and your colleagues.

Did You Know?

 
Seventy Percent Of Human Resources Professionals Say Personal Financial Challenges Can Impact Employee Performance.1

Sixty-six percent of employees say it would be at least somewhat difficult to pay bills if their next paycheck were a week late.2

 

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1-SHRM, “Financial Wellness in the Workplace”, May 2014
2-American Payroll Association, “Getting Paid in America, Survey 2013.”

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Latest Blog Posts

Creating a Household Budget

Submitted by The Participant Effect on December 2nd, 2019

The end-of-the-month problem isn’t just what you’re taking in, it’s more likely what’s going out. Navigating the line between income and expense is a lot easier with a financial road map: A household budget.

Tags:
  • budget
  • retirement planning
  • Read more

Five Reasons To Update Your Will

Submitted by The Participant Effect on December 2nd, 2019

A will is not a one-and-done exercise, because life doesn’t stand still. Circumstances change, and when they do, you’d best update your will or risk unintended consequences.

Tags:
  • trust
  • will
  • Read more

How Much Will I Actually Need to Retire?

Submitted by The Participant Effect on October 31st, 2019

There are many formulas for figuring out how much money you need to retire. Almost all of them can end up being wrong for a variety of reasons.

Tags:
  • retirement planning
  • retirment
  • Read more

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  •   1060 Maitland Center Commons, Suite 360, Maitland, FL 32751
  •   888-968-9168
  •   wellness@theparticipanteffect.com

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Investment advisory services may be offered through NFP Retirement, Inc. or its subsidiary Fiduciary First, LLC, affiliated companies of NFP Corp. (NFP).

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