Rozman Wealth Management, an independent brokerage firm based in Milwaukee, WI, is implementing a series of programs to help educate its clients on their finances, and keep its staff healthy.

The firm has launched Rozman University, a series of monthly workshops for clients focused on topics such as saving for retirement, charitable giving, understanding markets and portfolios, minimizing the risk of identity theft and effective estate planning.

At the same time Rozman is introducing an employee wellness program, bringing in a local nutritionist and ayurvedic practitioner to educate staff on leading a healthy lifestyle. As part of this, employees will participate in team-building exercises and classes on nutrition and digestion, as well as learning techniques for reducing stress, the firm says.

Rozman is affiliated with the Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Company.