On-line educational courses on Financial Planning topics and Investing that are easy to understand for everyone and actionable so your employees can achieve the financial future they desire.
These Courses are offered on-line with easy access from anywhere and built to empower people to be in charge of their financial future. I can provide Group Discounts as well as one on one coaching, and group training.
Whether you offer a retirement plan or not, educating your employees on finance and investing topics will help them have a better financial future and can plan for a better life.
MY Money Plan ECourse - 13 Video Trainings built in 3 Phases to walk someone through Creating their own Financial Plan Phase 1 - Building the Foundation - Money and Your Emotions/Values - Budgeting, Saving & Debt Phase 2 - Money Goals and Planning -... Read More
The Keys to Investing Course - Jargon Free with Short video trainings to keep you interested and engaged. - Easy to understand and walks you through the investing basics of thinking long term and compounding your money - Lots of examples and stories to show you how investing is... Read More
Questis transforms businesses into life-changing employers by helping employees solve the root causes of financial stress with innovative technology and one-on-one coaching. Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits... Read More
Since 1983, HPN has helped over 1,000 organizations to improve health, the use and quality of care, medical outcomes, benefit utilization, lost work time, productivity, savings and costs. HPN has pioneered cross-cutting, integrated population health planning models, resources and systems that... Read More
Branch is a mobile-first technology that helps hourly workers grow financially. With Branch, users can get instant access to earned wages, fee-free banking, and budgeting tools to help them manage their cash flow between paychecks. By focusing on the hourly worker, Branch also helps... Read More