“The reality is that many people just don’t have the basic education and skills they need to make smart financial choices for their future”, said Timothy Fussell, PhD, Founding Partner and Chief Executive Officer of Partners South. “Working with AFE allows us the opportunity to give hard-working Americans the information they need to make wise financial decisions that will ultimately affect their future comfort”, he added. Lucy Gonzalez, Managing Partner and Doug Castino, Associate Partner for Partners South Insurance Solutions of CA will be leading the charge in southern California. Brandon Perrier, Jr. Partner for the firm will be working with California businesses wishing to participate in the free financial workshops for employees.
Fussell is also developing a menu of no-cost financial workshops to offer Florida companies in the coming months as well. “Any corporate leader will tell you that companies who are invested in their employees’ success have more focused and committed employees. That’s exactly what our programs help do – create a workforce that is comfortable taking an active role in building solid financial futures for themselves and their families”, Fussell said.
Through AFE, Partners South is donating their time and expertise to develop and deliver the financial programs. The workshops are completely free of any costs to the business or the employees and participating financial professionals are contractually forbidden to sell or solicit products of any kind during the workshops. Fussell said his group will be initially targeting topics that have a broader interest, including cash management – how to avoid pitfalls and setting a budget; college planning – when to start and where to invest; and investing basics – how to avoid scams and build a solid personal plan. “When you have a good understanding of the basics, you can apply that knowledge to all areas of your personal finances”, Fussell said.