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 Launch a Financial Grownup” program is a great resource for employees who are also parents. They will learn the best ways to open up money conversations with their kids, help the next generation become financially competent AND confident and help motivate and inspire them to have a successful relationship with money.
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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