What you will learn:

More and more people are seeking new ways to work on their terms. Conventional attitudes about work are changing and employers need evolving strategies to improve employee motivation and retention while growing their competitive advantage.

Financial wellness education, empowering employees to value and more fully participate in employer benefit programs, offer a unique opportunity to improve relationships, motivation, and retention in higher turnover environments.

George Blount makes money simple and fun––empowering employees to own their careers and improve their finances while helping your organization reach its objectives.

In as little as 60 minutes, employees:

● gain knowledge and value employee benefit programs
● discover money essentials for shorter tenure and flexible work success
● feel empowered by your organization to achieve their financial goals
● value extended opportunities with your company over the course of their careers
● walk away with a personalized financial wellness action plan

Financial Wellness workshops are interactive and delivered over Zoom in smaller groups to increase impact and positive feedback.

About the instructor:

With more than 20 years as a seasoned financial services professional, Dr. George M. Blount has assumed several roles in sales, sales management, project management, strategy, and research. As a result of his work experience and post-secondary education, he has obtained a wealth of knowledge in financial planning, retirement planning, behavior sciences, decision-making, analytics, and strategy. Dr. Blount was named one of Top 100 People in Finance 2020, by top 100 magazine and in 2015 served as Co-Chair of the adult sub-committee for the MA Financial Literacy Task Force, Appointed by MA Treasurer Deborah Goldberg. He is the author of What is Retirement?: The Concept, Plan Administration, and Readiness of Retirement, which helps people navigate their wealth journey in a more informed way.

Today, Dr. Blount is a financial therapist and a managing partner at nBalance Financial headquartered in Cambridge, Massachusetts, where he works with individuals on financial matters but with a special focus on the emotional, behavioral, and psychological elements that impact their financial decisions.  Dr. Blount is an adjunct lecturer of Managerial Accounting, Entrepreneurship, Behavioral Finance.
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Suggested Length:60 min(Flexible)
# of Employees: Flexible
Delivery: Live via Zoom
Available Formats:
  • Keynote Followed by Q&A
  • Lecture with Discussion
  • Interactive Workshop

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Other classes by this instructor

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