” Financial Wellness in The Workplace for C-Suite and Employees “.


" All Knowledge comes from Experience "  -  Albert Einstein

Experience Matters.

Serving Clients since 1982

40 Years of Experience

Fraser Allport, Fiduciary, teaches his onsite Course : ” Financial Wellness in The Workplace for C-Suite and Employees “

All Knowledge comes from Experience. ”

— Albert Einstein

DAYTONA BEACH SHORES, FL, UNITED STATES, July 23, 2022 /EINPresswire.com/ — Fraser Allport, a Fiduciary, announces his “ Financial Wellness in The Workplace ” onsite Educational Course for C Suite Executives and their Employees.

Daytona Beach Shores, Florida, United States.

Financial stress is a drain on Employee productivity and engagement. It is now widely understood that a financially educated workforce is more involved, focused, loyal, and productive in the workplace. The research and statistics are clear and compelling : Financially Smart Employees are better Employees.

Employers have come to understand the many workplace benefits associated with an Employee’s health and wellness. In recent years, Employers have come to understand the benefits of helping Employees with behaviors that impact their physical and mental health. Employers are wise to use those same insights and strategies regarding Employees’ Health and Wellness to now improve an Employee’s Financial Health and Wellness. Investing in Employees pays both short and long-term dividends. Smart Employers get their Employees smart about their Money.

A Business Owner can better attract, retain, and motivate their Employees with Fraser’s customized onsite courses for “ Financial Wellness Training. ”

Fraser is a member of The National Wellness Institute. He teaches “ Financial Wellness in The Workplace ”, which has become an HR imperative.

Fraser Allport is an Independent Fiduciary and Certified Estate Planner ™ in Daytona Beach with 40 years of Experience.

Call at Fraser at 386.882.6256 for a no obligation Complimentary Consultation to schedule his onsite Financial Wellness Course, or easily schedule time to talk with Fraser at : www.calendly.com/fiduciaryadvisor

Fraser Allport specializes in Retirement and Estate Planning, Social Security, Medicare, and Income Taxes. Mr. Allport emphasizes holistic planning, integrating all aspects of a person’s finances into his “ Total Money Planning ” system. Fraser Allport’s entire Suite of Services is at www.fraserallport.com

Easily schedule a no obligation Complimentary Consultation with Fraser Allport using his online calendar at www.calendly.com/fiduciaryadvisor

Get Smart with Money : Fraser Allport offers an extensive Library of Educational Videos on his YouTube Channel. Please see Fraser’s YouTube Channel here.

Fraser Allport also specializes in the Florida Retirement System’s DROP Plan. For those who participate in the Florida Retirement System’s DROP Plan and 457 Deferred Compensation Plans. Watch Fraser’s Educational Videos at https://www.fraserallport.com/florida-drop-library/.

Preparing for Health Insurance and Out of Pocket Medical Expenses as one ages is an important part of Retirement Planning, which is why Fraser Allport is licensed in Medicare, Medicare Advantage, and Medicare Supplements. Watch Fraser’s Medicare Videos at https://www.fraserallport.com/medicare-library/.

Social Security is also an integral part of Retirement Planning. Fraser Allport offers a no obligation Complimentary Consultation to help his Clients analyze their optimum Social Security claiming strategies at https://www.fraserallport.com/social-security/.

The finishing touch to every good Financial Plan is Estate Planning. Fraser Allport is a Certified Estate Planner ™ , and can help craft a lasting Estate Plan. Upon passing … Leave A Legacy, not A Mess. Learn about Fraser’s 5 Step “ Total Money Planning System ” at https://www.fraserallport.com/my-seminars/

Subscribe to Fraser’s weekly Educational email at www.fraserallport.com

Fraser offers Phone, Zoom or In-Person consults. Fraser also does Retirement and Estate Planning Educational Workshops onsite at your School, Facility, HOA, Senior Center or Club.

Schedule a no obligation Complimentary Consultation or Onsite Workshop with Fraser Allport at www.calendly.com/fiduciaryadvisor.

Get Smart with Your Money … and You’ll have more of it.

Fraser serves all of Florida, and can work in all 50 States.

Fraser has been in Business for 40 Years. Experience Matters.

“ All Knowledge comes from Experience. ” – Albert Einstein

The Total Advisor, LLC is an Independent Retirement, Health Insurance, Tax and Estate Planning Firm owned by Fraser Allport. Investment Advisory Services are offered through Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC Registered Investment Advisor, transacting business in States where it is registered or excluded from registration. FL. License # A004461 and L 09 47 754. SEC registration does not constitute an endorsement by the SEC, and does not speak to Advisor’s skill or ability. All investment strategies have the potential for profit or loss.

FRASER L ALLPORT
THE TOTAL ADVISOR
+1 386-882-6256
email us here
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