Fraser Allport, Trustee, announces its Course: “Financial Wellness in The Workplace for C-Suite and Employees”.


Experience matters.

Serving customers since 1982

40 years of experience

Fraser Allport, Trustee, teaches his on-site course: “Financial Wellness in The Workplace for C-Suite and Employees”

All Knowledge comes from Experience. ”

-Albert Einstein

DAYTONA BEACH SHORES, FL, USA, July 23, 2022 / — Fraser Allport, a trustee, announces its ‘Financial Wellness in The Workplace’ on-site training course for C Suite executives and their employees.

Daytona Beach Shores, Florida, USA.

Financial stress weighs on employee productivity and engagement. It is now widely accepted that a financially literate workforce is more engaged, focused, loyal and productive in the workplace. The research and statistics are clear and compelling: Financially smart employees are better employees.

Employers have come to understand the many workplace benefits associated with an employee’s health and well-being. Over the past few years, employers have come to realize the benefits of supporting employees with behaviors that impact their physical and mental health. Employers are advised to use these same ideas and strategies regarding employee health and well-being to improve an employee’s financial health and well-being now. Investing in employees pays dividends in the short and long term. Smart employers encourage their employees to manage their money intelligently.

A business owner can better attract, retain and motivate their employees with Fraser’s customized on-site courses for “Financial Wellness Training”. ”

Fraser is a member of the National Institute of Welfare. He teaches “Financial Wellness in The Workplace”, which has become an HR imperative.

Fraser Allport is an Independent Trustee and Certified Estate Planner™ in Daytona Beach with 40 years of experience.

Call Fraser at 386.882.6256 for a free, no-obligation consultation to schedule his onsite financial wellness course, or easily schedule time to speak with Fraser at:

Fraser Allport specializes in retirement and estate planning, social security, health insurance and income tax. Mr. Allport emphasizes holistic planning, integrating all aspects of a person’s finances into his Total Money Planning system. The full range of Fraser Allport services can be found at

Easily schedule a free, no-obligation consultation with Fraser Allport using their online calendar at

Get Smart with Money: Fraser Allport offers an extensive library of educational videos on its YouTube channel. Please check out Fraser’s YouTube channel here.

Fraser Allport also specializes in the Florida Retirement System’s DROP plan. For those who participate in the Florida Retirement System DROP plan and 457 deferred compensation plans. Watch Fraser’s educational videos at

Preparing for health insurance and out-of-pocket medical expenses as one ages is an important part of retirement planning, which is why Fraser Allport is certified in Medicare, Medicare Advantage and Medicare Supplements. Watch Fraser’s Medicare videos at

Social security is also an integral part of retirement planning. Fraser Allport offers a free, no-obligation consultation to help clients analyze their optimal Social Security claims strategies at

The final touch to any good financial plan is estate planning. Fraser Allport is a Certified Estate Planner™ and can help you develop a sustainable estate plan. By the way… Leave a legacy, not a mess. Learn more about Fraser’s 5-Step “Total Financial Planning System” at

Subscribe to Fraser’s weekly educational email at

Fraser offers consultations by phone, Zoom or in person. Fraser also conducts educational retirement and estate planning workshops at your school, facility, HOA, senior center or club.

Schedule a free consultation or no-obligation, on-site workshop with Fraser Allport at

Be smart with your money…and you’ll get more.

Fraser serves all of Florida and can work in all 50 states.

Fraser has been in business for 40 years. Experience matters.

“All knowledge comes from experience. -Albert Einstein

The Total Advisor, LLC is an independent pension, health insurance, tax and estate planning firm owned by Fraser Allport. Investment advisory services are offered by Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC-registered investment adviser, doing business in the states where it is registered or excluded from registration. FL. License number A004461 and L 09 47 754. Registration with the SEC does not constitute endorsement by the SEC and does not relate to the skills or abilities of the adviser. All investment strategies have the potential for profit or loss.

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