Our free Financial Wellness Programs provide information on how to deal with the financial challenges your employees, members, or students face. We’ll be happy to present these programs in person. Just give us a call to set up a time. Program topics include:

Can't seem to find money to put away for a rainy day? Don't know where to put it if you do? Identifying opportunities to save and finding the right savings and investment products can be confusing. This session is designed to discuss the many options available and how to determine those that make sense for the individual.

The idea of a budget seems simple enough, doesn't it? Money comes in and money goes out. Usually, though, balancing income and expenses is not that easy. A budget or spending plan can help manage the family's finances. This session will walk attendees through the basics of creating a budget.

Approximately 15 million Americans (one in twenty adults) have been victimized by identity theft. Credit card, driver's license, and social security numbers, along with date of birth and other personal identification can net crooks thousands of dollars in a very short period of time. This presentation explains how to keep criminals from gaining access to personal information, and what to do if victimized.

Credit is an established part of American life. It can be a valuable tool for purchasing a home or a car, financing an education, or taking advantage of special sales and offers. Unwise uses of credit, however, will lead to financial problems. This presentation helps educate attendees on how to manage credit and debt effectively.

For many first time home buyers, buying a house can be a complicated maze. This presentation is designed to help take some of the confusion out of the process and help make it the exciting experience it should be.

College is the first time many students experience handling money without parental supervision. It is crucial for students to learn how to budget now, so they will have proper money management skills in the future.

The rising costs of a college education make it imperative to have a savings strategy in place. This presentation discusses savings options available to those looking to save for their child's college education.

Only 42% of Americans know how much to save for retirement. It's important that everyone have an understanding of how to save if they want to live comfortably in retirement. This presentation will help attendees better understand how to plan for their retirement and the financial options available to them.