During times of economic uncertainty, employees appreciate help with planning for a secure financial future, and Carlson Companies is providing that assistance again this spring.
The Second Annual Personal Finance Fest for Carlson Companies employees features a traveling finance fair April 8 - April 10 at three headquarters locations; 40-minute, one-on-one sessions with financial advisors from American Express and Morgan Stanley, and a variety of classes that offer tips on how to stretch paychecks.
“Last year we worked with several of our financial partners to establish a Finance Fest for our colleagues on the Twin Cities campus, and it was so successful that we decided to do it again this year,” said Charles Montreuil, Carlson Companies vice president of corporate human resources. “Employees appreciate ideas on how they can save money and plan for their future financial needs. The Personal Finance Fest, including the one-on-one sessions with financial advisors, is designed to provide that kind of help.”
About 600 campus employees are expected to attend the traveling finance fair, during which time they can receive information on how to secure a home mortgage at a favorable interest rate, put more money away for retirement, save money on insurance, and other financial advice.
During Brown Bag Lunch sessions, which continue through April 16, participants will discuss “How to Become a Millionaire on a Modest Income,” and “College 101: A Parent`s Guide to Financing a College Education.” Evening Out sessions include classes on retirement planning, home refinancing, personal budgeting, buying and selling homes, the stock market and answers to individual financial questions.
The Finance Fest will be lively, meaningful and fun, according to Montreuil. During certain events, Carlson colleagues can spin a “Wheel of Finance” for a variety of prizes, including gift certificates, hotel stays, car washes and movie passes.

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