Sixty-eight percent of employees would prioritize financial wellness benefits above an extra week of vacation.
65 percent now expect their employer to offer them more financial support than they did before the pandemic.
83 percent of employees view financial wellness benefits as a sign their employer values them and their work.
73 percent of Americans rank finances as the number one stress in their life.
Sources: Betterment, Capital One Creditwise
Financial wellness programs that get results.
Increase Engagement
Reduce Stress
Improve Productivity
Build Stronger Relationships
SUMMER 2024
Financial Wellness Programs
All programs are live, interactive, and available in person or virtually. In person programs are available as 60-minute sessions or half day events. Virtual programs are available as 60-minute sessions and as a series.
The Financial Wellness Checklist
10 Key Steps to Optimize Your Financial Grownup Life
In this high energy workshop 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:
1. Budgeting
2. Debt management
3. Saving strategies
4. Investing
5. Insurance
6. Smart spending
7. Tax management
8. Maximizing employee benefits
9. Retirement
10. 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.
How to be a Financial Grownup
Tailored for early career professionals and their unique concerns and needs as emerging adults. We discuss topics including student debt management, understanding your paycheck, peer pressure to spend, awkward social situations (i.e. splitting the check), how to afford a grownup lifestyle on an early career salary and more. Specific strategies to start on the path to identify and reach your goals as well as mental and emotional well-being are also given focused attention.
Financial Wellness for Women
Women face unique challenges when it comes to financial wellness including the wage gap, career interruptions, longer lifespan and caregiving responsibilities. We’ll discuss the impact of these challenges and then turn our attention to positive and specific financial wellness strategies. That will include a focus on identifying our intentions, thoughtful ways to execute plans for financial wellness, and strategies to build resilience so we can stay on track.
How to have Multi-Generational Conversations About Money & Values
The generation gap is real! Learn the best ways to open up a conversation and get honest about financial wellness as a family- however you define family. 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.
How to Launch a Financial Grownup
Parents, grandparents, aunts, uncles, and mentors: learn the best ways to help the next generation become financially competent AND confident. Senior generations are the ultimate stakeholders in the financial success of emerging adults. Learn how to open up the conversations, how to instill both competence and confidence, and how to motivate and inspire the young people in your life.
Bespoke Programming
Looking for something unique? We will work with you to find the perfect program to meet your needs. Some ideas include: financial wellness for new parents, LGBTQIA financial wellness, new employee benefits strategies, elder care financial wellness, and more.
“Financial grownups are rare in our society. Sadly, it’s taking a toll on our physical, emotional, and relational selves. Bobbi has done a wonderful job of laying the groundwork for a new narrative for anyone willing to take the journey.”
Tony Robbins
Author of the #1 New York Times Bestseller Money: Master the Game
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(FWS AND/OR FOUNDER BOBBI REBELL)
