Financial Wellness at Work

  • This easy-to-use, follow-along video training series is the perfect tool to guide you in financial wellbeing. Each video is 10-15 minutes and is used along with a workbook. Contact to get a copy of the workbook. Topics include managing and eliminating personal debt, planning for investments, protecting your assets and much more!

Chapter 2: Time-Tested Rules for Building Financial Wellness

Chapter 3: Managing Your Personal Debt

Chapter 4: How to Attack, Manage and Eliminate Debt

Chapter 5: Saving and Investing for the Future

Chapter 6: Using Workplace Benefits to Build Financial Wellness

Chapter 7: Planning for Major Personal Investments

Chapter 8: Protecting your Assets with Insurance

Chapter 9: Selecting Trusted Advisors

Chapter 10: Choosing Your Path to Financial Wellness