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
This session walks employees through building or refining a spending plan using their real-life numbers. Participants can identify leaks, adjust priorities, and explore positive cash flow strategies. Practical worksheets and digital tracking tools are provided.
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
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
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
“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 session helps participants set healthy boundaries, build a care-related budget, and balance competing life priorities. Attendees will assess their capacity and financial trade-offs while creating a more sustainable caregiving action plan using trusted resources.
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
Retirement planning can feel distant or overwhelming for employees who are just starting out in their careers. This session helps employees estimate future needs, explore retirement account options, and set realistic savings targets.
Explore Class
This session helps employees create realistic budgets and savings plans, recognize spending triggers and avoid unnecessary debt. Practical budgeting tools and gift-planning templates give employees useful strategies they can keep in their back pockets for celebrations throughout the year.
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
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