Wealth Steps - The Ultimate Employee Benefit: Financial Wellness

Access Salt Lake - 175 W. 200 S., Garden Level Salt Lake City, 84104 Access
Thu, Sep 13, 2018, 12:00 PM (MDT)

1 RSVP'ed

About this event

Through a series of customizable, in-person workshops hosted at your company, Wealth Steps provides employees with:

• Knowledge of how to maximize their lifetime earning potential through protection, saving, and planning;

• Access to a secure, personalized website to analyze their individual financial situations; and

• Complimentary one-on-one consultation with a Wealth Steps Specialist for any employee upon request.

Why host Wealth Steps at your company?

It’s effective. Reduce employees’ financial stress, helping increase workplace productivity.

It’s positive. Boost appreciation for your company’s concern for its employees’ well-being.

It’s simple. We take care of setting up the workshops, and any follow-up questions can be directed toward us.

Watch this video to see how Wealth Steps can benefit your company.

Hosting a Wealth Steps workshop at your company is easy — just call Ryan Beck 801-362-6611 to begin the process. I look forward to speaking with you soon about how Wealth Steps can be a valuable complement to the benefits you offer your employees.

A sample of this Wealth Steps presentation will be given on September 13th at the Access Salt Lake City office.


Thursday, Sep 13
12:00 PM - 1:00 PM (MDT)


Access Salt Lake
175 W. 200 S., Garden Level Salt Lake City84104


  • Joel McKay Smith

    Joel McKay Smith

    Accelerant Business Solutions - Community Capital

    CEO Accelerant

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  • Michelle Engstrand

    Michelle Engstrand

    CWikX Community Lead

  • Kirsten Leavitt

    Kirsten Leavitt

    Venue Master of Ceremonies

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