Financial Wellness Workshops
Empower Your Team Financially: Access Free, Interactive Seminars Customized for Your Company, Organization, or Place of Worship.​By equipping your staff with financial literacy through our no-cost, engaging seminars, you're investing in better decision-making, reducing stress, and boosting productivity. Our workshops, designed to inspire and educate without any sales pitch, not only fulfill ERISA 404(c) requirements but also enhance morale and empower participants with valuable knowledge. Conveniently brought to your location, these educational sessions promise increased financial confidence and security, ensuring lasting benefits for both your team and your organization.​ Click to see a sample training calendar for your staff.​​
Workshop Topics
Our speaker, Marie Ostlund, is available to present any or all of these topics to employees at your location.
Estate Planning
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Estates, wills and trusts
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Estate planning strategies
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Why estate planning?
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What is probate and why should you avoid it
Social Security
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What is Social Security?
Who is eligible and at what age?
What is a defined Benefit Plan and who contributes?
What are the different types of Annuities?
How to Manage the Equity You Build in Your Home
Quality of Life
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Financial personalities
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Debt and dealing with it
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Considerations for retirement
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Creating income streams
Getting Fiscally Fit
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Overcoming challenges
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Why creating an emergency fund is so Important?
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The high cost of credit
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Gaining financial control through budgeting
Housing
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Sound financial principles
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Different types of mortgages
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Saving through bi-weekly mortgage payments
Sustainable Income
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A successful retirement
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The cost of long term care
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Discussing investment, risks and interest rates
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Should you consider a “bucket” approach?
Women & Retirement
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Women and Money
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Divorce and Widowhood
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Retirement and Estate Planning
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Understanding Risk Management