Curriculum Overview

Topics our workshops cover include, but are not limited to:

Financial Planning: Beginner

  • Financial Planning Basics
  • Investing Basics – Part 1
  • Protecting Your Money
  • Retirement Basics
  • Retirement Income Planning

Financial Planning: Intermediate

  • 401(k) Plans – IRAs – Pension Plans
  • Health Savings Account/HDHP Advantages
  • Estate Planning Basics
  • First Time Home Buying
  • Investing Basics – Part 2
  • IRA Mistakes
  • Social Security
  • Understanding IRAs
  • Your Employer-Sponsored Retirement Plan

Financial Planning: Advanced

  • Advanced Estate Planning
  • Roth IRA Conversions
  • Variable Annuities
  • Wills, Trusts, and Power of Attorney

Specialized Planning

  • Business Continuation Planning
  • Side Gig Income Considerations
  • Planning for Long-Term Care
  • Retirement Savings Challenges for Woman
  • Special Needs Planning
  • Women and Money

Why Financial Wellness?

Our workshops give your employees the opportunity to strengthen their skills, pick up critical knowledge and sound guidance, helping them maintain good health.

Why Financial Wellness

Financial Guidance

Workshops are delivered on-site by financial wellness coaches with years of experience  presenting financial and retirement workshops.

Financial Guidance

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