An offer for organizations affiliated1 to Popular at Work

At Popular at Work, we are committed to providing financial education for our clients. Our team of trained professionals is prepared to assist you and help your employees obtain the best financial solutions through visits, events, and educational workshops in person or online. These services are free of charge.

Our professional will coordinate with you a time most convenient for your organization and according to your business requirements.

Wellness and Financial Health

8 financial principles

Learn the essential principles of managing personal finances: saving and planning, credit reports and planning for retirement, among other topics.

Managing your budget

Creating a personal budget; using tools to calculate personal income and expenses.

Things considered in credit extension

What is a credit report; what impacts and affects a credit report. Calculating the relationship between income and debt to define the ability to take on new debt. Learn about the variety of existing and alternative financial products.

Get Ready to Buy with Popular Mortgage

The importance of credit, savings, and income; documents required for beginning the mortgage loan application process.

Retirement and Investments2

Strategies for a sustained income in retirement

Learn about the challenges you may face in managing your assets in preparation for your retirement; status of the Social Security program; and the timeline for applying for retirement and Medicare benefits.

Fundamentals of Social Security

Learn about Social Security and Medicare, how they work and what their benefits are. The importance of being well-informed before retirement.

Money Management Skills

Learn how behavior and emotions affect our financial decisions. Topics to be discussed include skills to master when managing our finances, how our behavior affects our financial results, why we act the way we do in terms of our own finances, the psychology of money, plus mental biases and how to overcome them to increase our probabilities for a secure future.

Impact of COVID-19 on 401K investments

Exclusively for companies that have, or are considering obtaining, their Plan with Banco Popular. Learn about emergency funds and investment market volatility. The importance of not withdrawing savings early and reviewing investments periodically.

Importance of financial planning and investments

Learn the myths about financial planning and what its components are. The steps and challenges when planning a financial plan, and healthy levels of savings and debt, among other topics, that will help your future well-being.

Savings and Investment Plan

Find out which are the key aspects to consider as we plan for retirement, including: challenges to keep in mind, differences between pre-tax and after-tax contributions, types of contributions and the limits of a savings and investment plan, distribution options and aspects to consider, the importance of choosing our beneficiaries correctly, what is Trust Online and which are its basic functions, as well as categories and investment vehicles available through the plan.

Rollover Options and Decision Consideration Factors that Matter

Learn what to take into account when making retirement asset decisions while considering a rollover; includes topics such as the importance of making careful and well-informed decisions, types of most commonly available retirement plans, types of contributions allowed, general tax considerations, the importance of evaluating all available options, rollover options available to you, and how to transfer assets.

The Path to Retirement

Preparing for retirement. Understand the planning stages, possible sources of income and tools for helping you make the right decisions for peace of mind and financial well-being.

Current Market Volatility – What is happening?

Find out how recent events affect our planning for the future. In addition, we discuss events taking place in the world right now and how they affect our retirement planning, what is currently happening in the stock market, how early decision making can affect our retirement strategy, and what we can do during times of high volatility.

Cyber Security

Cyber threats on mobile devices

Understand about SMiShing and Vishing, which may be received through your mobile smart devices, and statistics related to these schemes. Learn how to report these cybercrimes in Puerto Rico.

Phishing

Learn what Phishing is, how to identify it and the difference between Spear, Whaling, and Clone Phishing. Review examples of real Phishing attacks.

Prevent internal threats

Protecting asset security is essential for every corporation. Understand the importance of raising awareness among participants regarding internal threats that may cause damage to a corporation. Learn some characteristics and the types of internal threats. Learning to identify them will help continue protecting the assets.

Password Protection

The importance of protecting your passwords on your cell phone, computer, and online accounts. Discover the most-used passwords and how to protect your passwords.

Protect your identity

Learn what identity theft is. Know what the scammer is looking for, which are the sources of information, what to do with them and how to prevent your identity from being stolen.

Popular at Work experts can help you identify your organization’s needs and design workshops that cater to your associate’s interests.

Call us at 787.707.0744

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1Banco Popular de Puerto Rico, its subsidiaries, or affiliates do not offer legal, tax, or accounting consulting services. If you want legal, tax, or accounting advice, you should talk to a professional who specializes in these areas.

2Investment products are not insured by the FDIC. These are not deposits or obligations of, nor guaranteed by Banco Popular de Puerto Rico, its affiliates, and/or subsidiaries. They involve risk and may lose value, including loss of the principal invested.