Financial Education At Work

 ONSITE FINANCIAL EDUCATION WORKSHOPS

Download our latest whitepaper: Employee Stock Options: 1, 2, 3

100% Education

No financial products or services for sale

100% Independent

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

STRESS AFFECTS
INDIVIDUALS​

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...

The Solution

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...

Dollar Bills
Personal Finance

Be the CFO of your life: effectively manage your spending, servicing debt, and saving & investing.

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Income Taxes

Understand taxation, know your way around a 1040 and the common schedules.

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Investing 101

Stocks & bonds, ETFs & mutual funds, 401ks & IRAs, and the three must-know investing principles.

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Estate Planning

What it means, why you need it, what's involved, and how to get started on yours.

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Options & RSUs

What they are, how they work, tax implications, and key considerations to think about.

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Retirement

Key things to think about and steps to take when you’re contemplating retirement.

Explore Our Workshops or Contact Us For More Information!