Hewlett Packard, A Case Study
The Rouse Companies conducted and developed a series of financial education pilot programs for Hewlett-Packard. As a result of the pilot programs' success, financial education programs were offered to employees of all ages and income levels throughout the U.S. To date, approximately 15,000 Hewlett-Packard employees have participated in the program developed by The Rouse Companies.
This page details the program, its results, and comments from participants on all levels. This information is from a report prepared by Hewlett-Packard, and is used with their permission.
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The Survey
These survey results are from a cross-section of 250 employees who participated in a pilot program in Colorado.
The Program
The program, developed over a two-year period with employee input, features an eight-hour workshop with customized software provided to each participant. Designed and delivered by The Rouse Companies, the workshop is intended to help employees incorporate the full range of HP benefits into their individual financial plan.
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The Workshop
The workshop teaches goal-setting techniques and planning principles that help employees take ownership of their financial future. The process integrates the role that HP benefits can play in achieving long-term financial independence.
The Software
The LifeFocus financial planning software projects future benefits from HP's plans, together with the employee's other asset and income sources, and compares these resources to projected needs.
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