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 a series 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 to create tangible engagement, promote self-care and reduce money distractions at work.
Our “How to Be a Financial Grownup” program is tailored to early career professionals and their unique concerns and needs as emerging adults. We discuss topics including student debt management, understanding paychecks, peer pressure to spend, awkward social situations (i.e. splitting the check), how to afford a grownup lifestyle on an early career salary and more.
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.
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