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 “Multi-Generational Conversations About Money & Values” program will help employees learn the best ways to open up a conversation and get honest about financial wellness as a family, which can be a big stressor at home. We will discuss how to create and nurture a family financial ecosystem to support all generations through the highs and lows that life delivers. This includes conversations with senior generations who may need financial intervention, sandwich generations trying to balance it all, and younger generations who may need to be nurtured as they enter adulthood.
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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