eMoney Advisor Celebrates Financial Literacy Month with Volunteer Initiatives and Charitable Giving

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.

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Monday, April 29, 2019
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EMONEY ADVISOR
Summary
Key Points: 
  • eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, participated in Financial Literacy Month by volunteering with local organizations to help Philadelphia families navigate personal finance.
  • Throughout the month of April, eMoney partnered with the City of Philadelphia Controllers Office to host financial literacy workshops at local coffee shops.
  • Both volunteer initiatives were an extension of eMoneys commitment to giving back to the communities where employees live and work.
  • In 2019, eMoney will continue volunteer and charitable giving initiatives, including:
    Employer Match Program: eMoney has committed to donating $100 per employee to non-profit organizations of their choice.


eMoney Advisor (eMoney), a leading provider of technology solutions and
services that help people talk about money, participated in Financial
Literacy Month by volunteering with local organizations to help
Philadelphia families navigate personal finance. Throughout the month of
April, eMoney partnered with the City of Philadelphia Controller’s
Office to host financial literacy workshops at local coffee shops. The
events offered one-on-one help from eMoney financial advisors to address
common questions about filing taxes, developing assets and planning for
retirement.

In addition, eMoney employees joined forces with the Campaign for
Working Families, a nonprofit organization that provides tax assistance
to lower-income families, for the second consecutive year. eMoney
employees collectively volunteered more than 240 hours at free tax
filing sites in the greater Philadelphia area to help alleviate
financial anxiety and bolster economic empowerment.

“It’s no coincidence that Financial Literacy Month falls within tax
season, and we recognize this time of year can be particularly stressful
as families examine their finances,” said Matt Schulte, CFP, head of
financial planning at eMoney. “We wanted to bolster the community’s
access to free, in-person help and empower residents to take control of
their finances.”

Both volunteer initiatives were an extension of eMoney’s commitment to
giving back to the communities where employees live and work. In 2018,
eMoney donated $100,000 to organizations dedicated to causes that are
important to employees, including:

  • Foundation for Financial Planning Pro Bono Program (Financial
    Education)
  • Junior Achievement (Financial Education)
  • Girls Who Code (Tech Education)
  • Global Giving (Disaster Recovery)
  • Hope for Warriors (Military and Veterans)
  • Friends Animal Sanctuary (Animal Relief)

“Our employees are the driving force behind our charitable efforts,”
said Tessa Raum, Head of People Experience at eMoney Advisor. “Last
year, we distributed a survey to employees, and the results underscored
how much they value working at a company that supports other
organizations. Charitable giving and volunteer initiatives are an
integral part of our company culture, and I am incredibly proud of the
work we’ve accomplished so far.”

In 2019, eMoney will continue volunteer and charitable giving
initiatives, including:

Employer Match Program: eMoney has committed to donating $100 per
employee to non-profit organizations of their choice. This will be made
possible by utilizing a new online giving platform developed by Fidelity
Workplace Giving.

Companywide Volunteer Days: eMoney will launch companywide
volunteer days during which employees will be able to spend one business
day each quarter giving back to the local communities of Providence,
R.I., Radnor, Pa., and San Diego – the locations of eMoney’s three
offices. Additionally, the company will coordinate one annual
companywide volunteer activity on a weekend to include employees’
families.

To kick off the initiative in May, eMoney will partner with Junior
Achievement – the nation's largest organization dedicated to giving
young people the knowledge and skills to own their economic success and
plan for their futures. Employees will spend an entire day with students
at local elementary schools to help them talk about money and build
financial literacy skills through various hands-on activities.

To learn more about eMoney’s ongoing charitable giving and volunteer
efforts, visit the eMoney
Blog.

About eMoney Advisor

eMoney Advisor, LLC (“eMoney”) provides technology solutions and
services that help people talk about money. Rooted in comprehensive
financial planning, eMoney’s solutions strengthen client relationships,
streamline business operations, enhance business development and drive
overall growth. As of March 31, 2019, more than 60,000 financial
professionals across firms of all sizes use the eMoney platform to serve
4.4 million households throughout the U.S. For more information, please
visit: www.emoneyadvisor.com.

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