Workshops and Seminars

CLC, the leader in financial coaching / education, legal referrals & identity theft protection, provides financial classes in combination with individualized telephonic financial coaching to create ownership and accountability in implementing the concepts learned in class. CLC’s staff financial coaches have successfully led hundreds of thousands of individuals through financial behavior improvement.

The EDSA Group® has been recognized for its proven, results-driven programs. Offering financial education solutions since 1993, EDSA is an independent financial education company that specializes in teaching people to make informed decisions about their personal finances and employer-sponsored benefit plans. EDSA offers an array of tools to assist almost every audience: individuals, companies and organizations, as well as financial professionals and institutions. All tools can be private labeled and customized to suit your unique needs. Tools available include live workshops, software, and an E-Learning tool , www.goodmoneyhabits.com

Financial Finesse's award-winning workshops provide participants with hands on, interactive forums where they can learn to apply critical financial concepts to their own lives from an unbiased perspective. Each workshop is delivered by on-staff Certified Financial Planner™ professionals with more than 10 years experience in financial planning. Our workshops are comprehensive and give participants a personalized financial plan they can use to achieve their own financial goals.  Financial Finesse's workshops are also broadcast to employees anywhere over the internet through world-class webcasting technology that creates a highly engaging and interactive experience. Webcasts cover the same curriculum as live workshops, with features available such as chat, online polling, and interactive computer models that allow for collaboration and instant feedback.

Employee Retirement Plan Education and Investment Advice
This solution complies with the intent of the Pension Protection Act that has proven to be more effective than traditional online solutions.  The program is priced in a manner that allows employers to provide it as a benefit to 100% of their eligible employees.  Every participant and non-participant will receive a personalized annual report that includes their retirement goal, a summary of known sources of retirement income, saving rate recommendations and specific fund level investment advice to get them on track to a successful retirement.

The Financial Wellness Group offers employers a low cost-high return employee financial wellness program as an employee benefit that strengthens employees and improves the organization’s bottom line. It provides a personalized implementation system for each employee and education in “bite-sized” Web or DVD pieces that employees can learn and implement one step at a time and then review as needed.   Through the financial wellness training and tools, employees learn to create a spending plan, eliminate unwanted debt, participate in employer’s flexible benefit program, and re-direct money every month toward saving for retirement and other important priorities. The Financial Wellness Group commitment is to help employees become financially stronger, resulting in a healthier bottom line for your organization!

LFE has now helped more than 500,000 employees “find” an extra $4,000 - $7,000/year in just 3 hours utilizing our unique alternative to budgeting system. Because education is all we offer, we’ve spent the past two decades specializing in designing interactive, skill-based curriculum that generates immediate results. Employees walk away with essential skills to stretch their paychecks, ease family conflicts over money, reduce their debts, and avoid financial traps & pitfalls.

Money Management International (MMI) is a nonprofit, full-service credit-counseling agency, providing confidential financial guidance, financial education, and counseling services, including housing counseling, bankruptcy counseling and education, and debt management assistance. MMI and its family of Consumer Credit Counseling Service agencies has been helping consumers trim their expenses, develop a spending plan, and repay debts since 1958. Counseling is available by appointment in branch offices and 24/7 by telephone and Internet.  Services are available in English or Spanish. To learn more, call 800-515-2227 or visit www.MoneyManagement.org.