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.
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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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Distribution of Estate, Wills and Trusts
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Specific Estate Planning Strategies
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The Purpose of Estate Planning
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What is Probate and why should you avoid it
Exploring Your Options
for a Quality Retirement
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Looking at Financial Personalities
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The High Cost of Debt and Dealing with it
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Things to consider when planning for Retirement
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Why creating income streams is so important
Getting Fiscally Fit
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Overcoming and Understanding our Financial Challenges
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Why creating an Emergency Fund is so Important?
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Understanding the High Cost of Credit
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Gaining Control Through Budgeting
Getting Your Financial House in Order
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Using Sound Financial Principles
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Different Types of Mortgages to Consider when buying a Home
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Saving Through Bi-Weekly Mortgage Payments
Social Security Explained
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What is Social Security?
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Who is Eligible and at what age?
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What is a Defined Benefit Plan and who contributes?
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What are the different types of Annuities?
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How to Manage the Equity You Build in Your Home
Strategies for Sustainable Income in Retirement
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Preparation for a Successful Retirement
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The Average 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 Approaching Retirement and Beyond
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Understanding Women and Money
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Understanding Divorce and Widowhood
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Understanding Retirement and Estate Planning
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Understanding Risk Management