The Financial Wellness Checklist - 10 Best Practices for Employees

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The Financial Wellness Checklist - 10 Best Practices for Employees (Click to enlarge image) 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 our flagship "Financial Wellness Checklist" program, we take both a holistic and practical approach to setting ourselves up for financial success. A great first step for anyone who doesn’t know where to begin, and the perfect reset for anyone who wants to get back on track to accomplish their money goals. Topics include but are not limited to: budgeting, debt management, saving strategies, investing, insurance, smart spending, tax management, maximizing employee benefits, retirement and philanthropy.

Attendees will walk away from this session feeling motivated and excited to take a more intentional and proactive approach toward reaching their financial goals.

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 (WBENC certified).

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