intellicents adds to Financial Wellness Program

Advisory firm intellicents has introduced intellicents university as part of its 5-Step Financial Wellness Program.

According to Grant Arends, president of Retirement Plan Services and co-founder of intellicents, “intellicents university provides financial wellness curriculum for employers, their employees, and retirees.” He says users pick a course of study, review the syllabus outlining the subjects in their chosen course and can contact intellicents advisers or certified financial planners to not only learn about the topic, but actually get planning and advice if desired.

Courses cover subjects such as fiduciary duty, the hidden cost of delayed retirements and business succession planning for employers, and retirement planning, choosing the right health insurance plan, maximizing your HSA, budgeting and credit management, claiming Social Security and buying or leasing a car for employees.  The university offers 17 different topics for employers, 23 for employees and 10 for retirees.  “We anticipate adding more in the future,” Arends says.