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.
In addition to our core programs, we also offer bespoke programming options. Looking for something unique? We will work with you to find the perfect program to meet your needs. Some ideas include: financial wellness for new parents, LGBTQIA financial wellness, new employee benefits strategies, elder care financial wellness, 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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