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Reducing Employee Financial Stress in Corporate AmericaMontgomery Taylor & Company offers work-place Financial Literacy Education with the goal of reducing employee financial stress. Montgomery Taylor, Certified Public Most financial seminars today are designed with the goal of selling investment products, so they focus on investing for retirement. Our goal is to educate! Corporations know that the biggest challenge most employees face today is NOT where to invest all of their extra money … it's how to ‘find' the money to invest, as well as how to reduce the other financial challenges that add to the stress employees feel in a tight economic marketplace. Protecting Plan Fiduciaries (YOU) From Liability ClaimsThe biggest mistake Employee Benefit professionals are making today is not realizing that if the company isn't fulfilling its obligations under ERISA (a significant part of which is providing unbiased Financial Education on the basics of investing and other topics recommended by the DOL), the trustee/fiduciary of the Plan can possibly be held liable personally. Providing the MT&C money management workshops is part of the solution that will help you make the case that you did indeed try to fulfill your fiduciary obligation under DOL Section 404(c) and the related Interpretive Bulletins. Imagine the savings if providing unbiased Financial Literacy Education to your employees could ward off just one potential lawsuit (let alone a class action suit)! Each participant in our one-hour workshops will receive, for their personnel file, a What Makes MT&C Curriculum so Unique?The biggest difference in the MT&C workshops is that we solve employee financial problems! By teaching employees specific strategies to help them stretch their paychecks, reduce their debts, ease family conflict over money issues, plug the ‘leaks' in their finances, and avoid costly financial traps and pitfalls, we can redirect the employees' focus back to their jobs – instead of their money problems. Our unique, entertaining money management curriculum teaches a specific ‘System' of money management that helps employees find extra money in their paychecks … all without adding a dime to the payroll!
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Accountant and Certified Financial Planner, has spent over 30 years advising people, one-on-one and in the classroom, on simple money management techniques. 
