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Financial Wellness Strategies

Financial Wellness Workshops

In person or virtual
Boca Raton, FL 33496

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financialwellnessstrategies.com

About Financial Wellness Strategies

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money.

Founder, Bobbi Rebell, CFP®, a top-rated author and financial wellness expert, will lead your team through an hour of financial wellness strategies, while also taking questions in real time (or submitted anonymously). A unique blend of education and entertainment, our workshops cover the fundamentals of adult financial wellness and make the connection to mental and emotional well-being. Programs provide a valuable, focused break from the work routine and the result is tangible engagement, a feeling of self-care and reduced money distractions at work. That means increased productivity and higher employee satisfaction for your organization.

Whether you’re taking the first step to improve employee financial wellness, or looking to complement existing efforts, you’ll find that our affordable programs align seamlessly with your company culture and goals. We’re also certified women-owned, and specific programming is available just for women.

Products by Financial Wellness Strategies

By Financial Wellness Strategies

Employee Financial Wellness Programs

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money. Founder, Bobbi Rebell, CFP®, a... Read more »

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By Financial Wellness Strategies

Live Financial Wellness Workshops

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money. Founder, Bobbi Rebell, CFP®, a... Read more »

Product Website

By Financial Wellness Strategies

The Financial Wellness Checklist - 10 Key Steps to Optimize Your Financial Grownup Life

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money. Founder, Bobbi Rebell, CFP®, a... Read more »

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Content by Financial Wellness Strategies

Kevin O'Leary & Bobbi Rebell: Small Business Outlook and How a Relief Program Could Help

Kevin O'Leary & Bobbi Rebell: Small Business Outlook and How a Relief Program Could Help

Kevin O'Leary & Bobbi Rebell: Small Business Outlook and How a Relief Program Could Help

By Financial Wellness Strategies

Small businesses are living in challenging times. Inflation, a looming recession, shrinking margins, and difficulties securing traditional loans—it’s getting harder for some to keep the lights on. An enhancement to the government’s Employee Retention Credit (ERC) might offer relief to qualifying...
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The Financial Planning Timeline & Checklist for Engaged Couples

The Financial Planning Timeline & Checklist for Engaged Couples

The Financial Planning Timeline & Checklist for Engaged Couples

By Financial Wellness Strategies

The Knot (March 2024). The engagement period is often the start of wedding planning stress. Bobbi Rebell, CFP® discusses how financial planning, including budgeting, debt management, and insurance, is crucial for building a secure future together.
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These Families Are Shutting Down the Bank of Mom and Dad

These Families Are Shutting Down the Bank of Mom and Dad

These Families Are Shutting Down the Bank of Mom and Dad

By Financial Wellness Strategies

The Wall Street Journal (Feb 2024). Bobbi Rebell, CFP®, founder of Financial Wellness Strategies, discusses parents supporting their adult children for far longer than in prior generations, and how her step-daughter Ashley was able to save for her first down payment on her own place.
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