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Charlotte County Wellness@Work


Employees and their families matter to Wellness at Work.
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​Financial Literacy Month 

What Is Financial Literacy Month?

April is Financial Literacy Month which is dedicated to helping educate people on key aspects of financial health and help them work toward making better financial decisions. Financial Literacy Month is a good opportunity to practice improving your finances through budgeting, setting savings goals, and more.

This month Wellness at Work is hosting the following:  

  • Living Paycheck to Purpose

This is a 4 week series. The workshop will being April 5th. At the workshop:

Week 1: Create your vision of financial success

Week 2: Develop your financial plan

Week 3: Analyze your spending

Week 4: Build wealth and live your best life

When: April 5, 12, 19, and 26 at 1 pm (1 hour) via Microsoft Teams

Join Here for the meeting

  •  2023 Employee Assistance Program (EAP) webcasts for April:
April 5th: It’s my Budget & I’m Sticking to It

Register here:

Check here for all the 2023 EAP webcast. (On-demand reply will be available 1 hour after the live presentation.) Information is also on the Cigna and EAP page

  • Preparing for Retirement Workshop

April 17th at noon

Description: What is your dream for retirement? What does it look like? Without a solid plan, we may not see that dream play out. It’s time to prepare yourself and learn what you need to make true today so that tomorrow is the life you desire.

Financial Literacy:

According to FINRA Investor Education Foundation's survey, 46% of people in the U.S. lack a rainy day fund (Emergency Fund). 

8 in 10 American adults (84%) have at least one credit card.*

24% of Americans are relying on credit cards more than normal to pay their bills. And 14% of Americans said they would have to put a $400 emergency expense on a credit card and pay it off over time.*

*Ramsey Solutions 

Tips to get started:
  1. Take care of your four walls: Shelter, Food, Water, and Transportation
  2. Add up your spending categories
  3. Create a realistic budget
  4. Start saving for an Emergency Fund
  5. Cut subscriptions
  6. Use the snowball to get rid of debt

Check out our upcoming resources.