WAEPA has added Ernst & Young’s (EY) Financial Wellness Planning service to help our members manage today’s money matters and plan their financial future. And the best news -- it’s completely FREE and customized to meet your needs!

Many of us would feel more comfortable making money-related decisions if we had guidance from experienced financial professionals.  This program provides objective guidance to help pay down debt, build a personal financial plan and much more! You can even chat with a financial planner whenever you need advice.

Manage Your Financial Life. 

Get Today’s Finances on Track

EY’s financial planners are knowledgeable professionals who provide confidential support and guidance while making it easier to understand complex financial topics. An EY planner will work with you to create a financial plan to fit your needs, help you manage debt, and learn where you can relieve pressure on your monthly bills.

Build a Retirement Plan

Building a retirement plan is only valuable if you actually put the plan in play.  EY financial planners can help you get started with a realistic plan that works with your lifestyle and budget -- to improve the chances that you’ll stay on track for retirement.

Make the Most of Your WAEPA Benefits

EY financial planners can help you decide which insurance options give you the best protection for your family’s needs and budget, as well as how much to contribute to your spending and savings accounts.

Personal Financial Planning Made Easy.

You will also have access to the online EY Financial Planning Center^® for unlimited access to:

• The Financial Wellness Assessment for a learning path based on your responses
• Videos and articles by financial topic
• Registration to monthly live, interactive webinars on financial topics
• Calculators that are easy to use yet smart enough to let you try different scenarios
• Topical roadmaps to help prepare you for many of the most common life events

Get Started Today!

This service is available exclusively for WAEPA members. Click here to join WAEPA and apply for Group Term Life Insurance.

If you are an existing WAEPA member and you are ready to begin managing your financial wellness, click here to register or call (844) 685-3676 to speak with an EY financial planner. If you've already registered for the Financial Wellness Planning online portal, click here to log in. 

We are extremely excited about this new program.  EY is a recognized leader in workplace financial services helping people manage their day-to-day financial lives and build a retirement plan for tomorrow.