This class explores the connection between financial stress and emotional well-being. Through reflection exercises and practical planning tools, attendees will identify stress triggers and leave with clear action steps, resource guides, and strategies to improve their routines.
Explore Class
Identify financial vulnerabilities and prioritize actions that strengthen resilience against the unforeseen. Through guided exercises, they’ll assess emergency preparedness, income risks, and contingency strategies to plan practical next steps.
Explore Class
Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable. This session helps participants review balances, interest rates and repayment options to determine which debts to address first.
Explore Class
Major purchases can affect an employee’s budget, credit and financial goals for years. This session helps employees compare buying with financing versus using their savings, understand the total cost of borrowing, and determine what they can realistically afford.
Explore Class
This session makes intimidating topics, such as asset classes, risk tolerance and the power of compounding, approachable while helping participants connect investment decisions to their personal goals.
Explore Class
Insurance needs can change as life, family, and finances evolve. This session helps participants better understand life, health, auto and home coverage, including deductibles and common policy tradeoffs.
Explore Class
“Adulting” starts with taking control of your money. In this session, participants will examine their spending habits, clarify their goals, and explore practical strategies for managing debt and getting started with investing.
Explore Class
This workshop uses real-life examples to compare loan types, interest rates, qualification requirements, total costs and affordability. Participants receive decision worksheets and key questions to ask potential lenders.
Explore Class
Market ups and downs can make it difficult for employees to separate thoughtful decisions from emotional reactions. This workshop explores common investing behaviors, market cycles, and their potential long-term impact.
Explore Class
This session explores how inflation can affect household finances and helps participants adjust spending and saving priorities. Practical tools and planning guides help employees recalibrate their budgets and prepare for today’s changing conditions.
Explore Class
Through guided exercises, participants will explore asset protection, beneficiary designations, and essential estate documents, leaving this session with clear terminology, practical checklists, and tools to guide important conversations and next steps.
Explore Class
This session helps employees understand how their savings, benefits and other income sources may work together in retirement. Participants compare projected income with future expenses, identify possible shortfalls and explore adjustments they can make now.
Explore Class