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HR CORPORATE WORKSHOP

HR CORPORATE

WORKSHOP

  • Time and format is customized to employer’s preferences and needs

  • Weekdays

  • In person or virtual

  • At employer’s office or ours

  • Includes digital material

Our program is based on three blocks:
MONEY FLOW, MONEY GROW, MONEY PRO®.

Our Financial Wellness Program is meant for companies to offer their employees as part of their benefits packages. The goal is for companies to provide their employees with financial education and tools that allow them to manage their finances effectively and create personalized financial plans.

 

This workshop provides a thorough understanding of smart financial management, encompassing a wide range of essential topics, including:

 

  • financial goals

  • budgeting techniques

  • debt reduction strategies

  • wealth accumulation methods

  • investment risk assessment

  • retirement planning

  • real estate acquisition

  • economic insights

  • asset protection strategies

  • tax planning

 

Time, format and number of employees are customized to employer’s preferences and needs.

 

The workshops can be in person or virtual and include digital materials.

OUR PROGRAM

1

Identify which employees would be interested in or should participate in our Financial Wellness Program

2

Determine whether there are specific groups within the company that exhibit synergies, such as women or young adults

3

Develop a communication plan targeting these employees or groups, distributing our concise one-page description of the workshops

4

Choose the workshop format that best suits your organization’s culture and needs*

5

Employees fill in our Registration Form

*Workshop formats: All of these workshops will be scheduled at employer’s convenience:

  • On-Site Workshops: These can be conducted at employer’s location with a minimum of 20 participants.

  • Coral Gables Location Workshops: Held at our facility.

  • Virtual workshops: These can be customized to the organization’s needs.

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