Since 2022, we’ve partnered with more than 30 corporations, nonprofits, and universities, delivering over 100 personal finance sessions, led by seasoned financial professionals, to more than 1,600 individuals. Our session topics include:

 

Financial Wellness Overview
Becoming Financially Independent
Financial Goal Setting
Creating a Budget
Taking Control of Debt
Common Money Mistakes
Estate Planning Basics
Investment Basics
Asset Allocation
Planning for Retirement
Sources of Retirement Income
Retirement Risks.
Understanding Social Security​

Navigating Medicare: How to Make It Work for You

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

Seasoned Financial Advisor Speaker

Financial Wellness Topic of Choice

Dedicated Financial Wellness Coordinator

Slide Deck

Live Q&A

Webinar Survey

Complimentary 1:1 Post Discovery Session

Next Step Resources​

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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.​​​​​​​​​​​​​​​​​​​​​