Bi3 Careers, Be Well Private Practice Community, Coldwell Banker Realty, Compucom, Hanover Auto, Independent Container Line (ICL), JDog Junk Removal and Hauling, JM Search, Kemberton, Lavazza Coffeee, Middletown Township - Office of the Township Manager, Middletown Township - Parks and Recreation, Normandy Farms Estates, Philadelphia Association of Golf Course Superintendents, Philadelphia Corporation of Aging, Quantum Workplace, Refirement Life Podcast, Sandberg Phoenix, Souderton Area High School, Target Building Construction, Temple University, Upper Dublin School District, Walpole Outdoors, Wellworks For You, Women in Tech (WIT) Philadelphia Chapter.

. . . ​​

​

We deliver Financial Wellness workshops that are engaging, informative, and action-oriented. Our goal is to build participants' financial confidence and empower them with practical strategies they can implement immediately. Our session topics include: 

​​​

Financial Wellness Overview, Creating a Budget, Financial Goal Setting, Women and Finances, Becoming Financially Independent, Estate Planning Basics, Taking Control of Debt, Investment Basics, Common Money Mistakes, Asset Allocation, Planning for Retirement, Sources of Retirement Income, Retirement Risks, Understanding Life Insurance, Navigating Medicare: How to Make It Work for You, Understanding Social Security​

. . . ​​

​

​We offer In-Person and Virtual Financial Wellness Sessions which include:

Seasoned Financial Advisor Speaker

Financial Wellness Topic of Choice

Dedicated Financial Wellness Coordinator

Slide Deck

Live Q&A

Post Session Survey

Complimentary 1:1 Post Discovery Session

Next Step Resources​

​

​​​

If you're interested in providing financial education to your employees or members of your organization or group, please contact us. We can help you deliver sessions that empower individuals and provide support for their path to Financial Wellness.​​​​​​​​​​​​​​​​​​​​​