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SAFE Credit Union

Workplace Financial Wellness Program

Let’s Work Together to Help Your Employees Build Financial Freedom

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Workforce Financial Health Assessment

We start with an anonymous assessment of your employees’ current financial situation. We share the results with you and use it to create a customized program that directly meets your employees’ needs.

Financial
Education

Certified financial educators facilitate workshops on topics that relate to real life, including budgeting, preparing for retirement, homebuying, debt management, and more.

Personal
SAFE Coach

We've got your back with a dedicated coach who will be there to guide you through every step of the program, arrange services, and answer your questions.

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Advantages of financial wellness benefits.

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Fact: No matter their income, most people experience concerns about their finances. Those worries can translate into distracted employees and lost workdays.

Providing financial wellness benefits to employees is part of a holistic approach in increasing morale and productivity in your workplace.

The Workplace Financial Wellness program by SAFE provides tested tools and resources to help your employees gain control over their personal finances and confidently prepare for what’s next on their financial journey—at absolutely no cost to you.

SAFE is Here to Help.

The SAFE Credit Union Workplace Financial Wellness Team brings the tools and expertise to improve your employees' financial well-being through solutions that help your employees learn ways to manage their money to gain peace of mind. All at no cost to you.

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Special Offers

SAFE provides exclusive offers and discounts for Community and Workplace Financial Wellness partners to help employees build financial freedom.Contact [email protected] for more details.

 

Contact SAFE’s Workplace Financial Wellness team

Learn more about the customizable and comprehensive financial solutions that you can offer your employees by partnering with SAFE. Please complete the form below and one of our knowledgeable team members will contact you within two business days.

If you would prefer to give us a call, you can reach us at (916) 971-2529.

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SAFE. For What's Next.

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We build community together

SAFE isn’t just in the community—we’re part of it. When you choose SAFE, you help build a stronger, more secure future for us all.

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We’re here for every age & stage

Financial needs change. Whether you’re saving your first $100 or planning for college or a new home, we’re here to guide you through every life milestone.

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We’re financial partners in life

Your financial journey isn’t one-size-fits-all. We’re here to help you plan, save, and feel confident at every turn—wherever life goes.

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1 CareerBuilder, “Two Thirds of Minimum Wage Workers Can’t Make Ends Meet, CareerBuilder Survey Finds,” PR Newswire, August 11, 2016.
2 Kent Allison, “Employee Financial Wellness Survey: 2017 Results,” PwC, April 2017
3 Jinhee Kim and Thomas Garman, “Financial Stress, Pay Satisfaction, and Workplace Performance,” Sage Journals, January 1, 2004
4 Center for Financial Services Innovation/ “Employee Financial Health: how Companies Can Invest in Workplace Wellness.” 2017
5 D’Abate, C. P., & Eddy, E. R. (2007). Engaging in personal business on the job: Extending the presenteeism construct. Human Resource
6 Aon Hewitt, “2017 Hot Topics in Retirement and Financial Well-Being,” 2017
7 Donn Hess, “Finding the Links Between Retirement, Stress, and Health,” Lockton, 2016
8 SAFE Credit Union Annual Report, 2017