Keynotes
The Business Case for Financial Wellness
Bringing Financial Wellness to Organizations, Individuals, and the Professionals who serve them all.
Learning Objectives: Leaders leaving equipped to confidently make the business case for introducing financial wellness programs.
Audience: Business Leaders –Employers, Associations, Ministries, HR Professionals, Meeting/Event Planners, Financial Services, and Wellness Professionals.
Financial Wellness from the Inside Out
Bringing Financial Wellness to Organizations, Individuals, and the Professionals who serve them all.
Learning Objectives: Acquire the tools to make better financial decisions in life. It’s not money that’s the problem; it’s often our relationship with money at the root of the problem. Financial results begin with healthy beliefs and healthy habits. Time to ditch the toxic relationship with money!
Audience: Individuals, families, employees, group, and association members.
The Trusted Financial Wellness Professional
Bringing Financial Wellness to Organizations, Individuals, and the Professionals who serve them all.
Learning Objectives: Financial wellness isn’t just a buzzword; it’s here to stay. It is a critical component of success for organizations and their people. Professionals will learn how best to grow their practice and their influence by leveraging their role as a recognized professional in the behavioral science of financial wellness.
Audience: Professionals in all of the financial services industries. Financial Advisors, Benefit Advisors, Retirement Plan Advisors, Consultants, CPAs, Estate Planning Attorneys, Insurance Agents, Mortgage Brokers, Realtors, Professional Coaches, and HR/Wellness Professionals.
