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Empower your people

Everyone deserves access to high-quality and unbiased financial education. It is the single most empowering tool you can give to your people. Break down financial barriers and lay the building blocks for personal growth. 

Continued learning offerings

For employee resource groups (ERGs), learning and development teams (L&D), diversity, equity, and inclusion initiatives (DEI), team managers, and community organizers

Less than 50% of employees understand their benefits.
Source: International Foundation of Employee Benefits

Employers spend boatloads to provide financial benefits. But employees usually don't know how to act on them. Do you see any of these red flags?

  • Employees are not meeting your company's 401(k) match

  • They are not actively selecting 401(k) investments

  • They don't know the difference between an HSA and FSA

  • They set their financial benefits on day 1 and never revisit

Personal finance doesn't have to be complicated.

Help your people today.

 "Working with Rebecca was fantastic. She provided excellent course material and expert guidance on how to promote and structure the Learn to Invest program for maximum participant benefit. The program was a huge success, selling out within hours, and received glowing feedback as one of our top events this year."

Juniper Square, Women's ERG

Happy clients

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