Our Lunch & Learns are simple to schedule and we love delivering them! In fact, we have two versions…
Living Financially Well is for your people to get a hands-on experience of our curriculum, without the commitment of implementing full programs. Essentially, take us for a test drive.
The Case for Financial Wellness is for the leadership team, and oftentimes qualifies as continuing education. Have us deliver this informative presentation so you can better make the decisions around effective financial wellness programs and how to do them well.
This flagship course was developed with that exact thing in mind.
Purpose: Develop healthy behaviors, and a solid foundation with a budget, savings, debt management and credit.
Key Topics include: Behavioral Finance; Budgets, Savings & Emergency; Cash Reserves; Debt and Credit
Purpose: Protecting your hard-earned dollars and designing your savings path for nest-egg growth.
Key Topics include: Types of Risks; Beneficiaries; Investing
Purpose: Assessing retirement needs and wants, planning, preparing, and spending your retirement money while keeping Uncle Sam at bay.
Key Topics include: Laying the Groundwork for Building Wealth; Identifying Key Financial Targets; Identifying and Managing Risk
Purpose: Making healthy decisions that prevent unnecessary tax impacts and leverage taxes to your advantage during retirement.
Key Topics include: Taxes- Gaining Perspective; Lifetime Tax Stages; Leveraging Taxes to our Advantage
Purpose: Preparing for your retirement transition, developing your estate plan, providing for family and legacy, and sharing with others.
Key Topics include: The Transition into Retirement; Developing your Estate Plan; Creating Legacy
Ready for a deeper dive into any of the many topics of total financial wellbeing? Or, maybe your people have a common stressor or topic of interest? Customize a full program or use the Select Courses as an a la carte menu...that’s why we have them!
