No financial products or services for sale
No financial relationship with any provider
The Wellbeing of Your
Employees is Crucial
FINANCES ARE A LEADING CAUSE OF STRESS
nearly 75% of adults recently felt stressed about money
most millennials are "very concerned" about their finances
the majority of individuals do not feel in control of their financial lives
anxiety, acne, insomnia, eating disorders, diabetes, high blood pressure, depression, digestive issues, heart disease, decreased libido, migraines, ulcers...
STRESS IMPACTS ORGANIZATIONS
reduced employee productivity,
low team morale, increased healthcare expenditures, absenteeism, poor decision-making, high turnover...
FUNDAMENTAL FINANCIAL KNOWLEDGE
enables individuals to assess their personal financial situation
empowers everyone to decide what aspects they want to manage on their own
essential when evaluating where to turn to for help
WE'VE DONE WORKSHOPS FOR
Topics We Cover
Student loan & credit card debt, mutual funds & ETFs, 401ks & IRAs, stock options & RSUs, income taxes, wills & trusts, social security, and more...
Be the CFO of your life: effectively manage your spending, servicing debt, and saving & investing.
Understand taxation, know your way around a 1040 and the common schedules.
Stocks & bonds, ETFs & mutual funds, 401ks & IRAs, and the three must-know investing principles.
What it means, why you need it, what's involved, and how to get started on yours.
Options & RSUs
What they are, how they work, tax implications, and key considerations to think about.
Key things to think about and steps to take when you’re contemplating retirement.