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
Workshops & Presentations
Host an informative and judgement-free workshop. Tell us your goals. We have loads of topics to discuss.
Take our Learn to Invest course as a group. Add on live office-hours where your people can ask the important questions.
Financial literacy is the wellness benefit all companies should provide. Become a better employer & help your team grow.
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