Financial Health Essentials

Financial stress impacts your employees and their overall wellbeing. Gallagher Financial Health Essentials is here to help. Our collection of resources includes educational webinars, videos and other tools to help your employees build confidence along their financial journey. Empower your employees to take greater control of their financial future and increase engagement by sharing access today.

2025 Financial Health Essentials webinars

Join Gallagher Retirement Plan Consultants to get a little better with your finances each month.
January 8	Personal Finance 101
February 12	Financial Planning 101
April 9	Retirement Account Basics
May 14	Approaching Retirement
June 11	Investing 101
August 13	Open Enrollment
October 8	Navigating the Financial Impact of Life Events
November 12	Avoiding & Managing Debt

Take a look at our most popular modules from 2024

Basic Budgeting & Money Management

How to take control of your finances.

Duration: 45 mins

Retirement Account Basics

Your employer plan and beyond.

Duration: 45 mins

Prioritizing Your Debt Goals

Strategies for debt reduction.

Duration: 30 mins

BROWSE THE 2024 LIBRARY

More financial wellbeing resources for you

View these PDFs on financial wellbeing topics to distribute to your employees.

Quick video lessons

Disclosure

Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC ("GFA"), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of Arthur J. Gallagher & Co. or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.