OUR SEMINARS

Our comprehensive SEMINARS are highly interactive using workbooks that attendees are encouraged to complete themselves.

GETTING IT & KEEPING IT

This discussion is designed for those closing in on their retirement years. We touch on the particular problems associated with the “Conservation Phase” of life and provide some insights into the changes necessary to succeed during this period.

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SAVING & INVESTING

This session is designed for those in the “Accumulation Phase” of life. We help develop a realistic overview of how to set and reach financial goals as well as an orientation to the various elements of building one’s financial house.

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WILLS & TRUSTS

This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion. We discuss the benefits of proper estate planning, the issues regarding Wills and Living Trusts as well as the Probate Process.

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WEALTH PROTECTION

This session examines how the protection elements of wealth management can be coordinated with accumulation strategies to help ensure that financial goals are met regardless of unforeseen circumstances.

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about us

Money Management Educators exists to provide personal and family security through financial wellness education.

OVERVIEW

Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small. Staffed with volunteer instructors, we are an ‘education only’ nonprofit company...

October 1989

DIFFERENT FROM OTHER WORKSHOP PROVIDERS

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present

Our Mission

Money Management Educators exists to provide personal and family security through financial wellness education. We are committed to being the premier resource for objective information and innovative ideas for our corporate clients and their employees. Every decision we make, every action we take has one overriding purpose: To equip people with the tools for financial success.

September 2016

MONEY MANAGEMENT EDUCATORS

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ANDREW J. BONDARSENIOR INSTRUCTOR

Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of

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STEPHANIE ANFINSONMARKETING & COMMUNICATIONS DIRECTOR

Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of

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ANASTASIYA RUDENKOCLIENT RELATIONSHIP COORDINATOR

Our instructors are highly qualified and experienced financial services professionals who volunteer a portion of

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NEWS & Updates

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TESTIMONIALS

Our clients are our priority

MME ended my frustration!

Their information is unbiased and comes with no “corporate sales pitch” attached.

JEAN MARIE DILLON. NorthWest HOSPITAL.

With over 110 seminars...

The feedback we receive on your presentations is always great!

JIM BEARDEN. IAM/BOEING JOINT PROGRAMS.

I look forward to continuing our journey together!

Thank you so much for the opportunity to work with your team. These seminars have clearly been a valuable resource to everyone.

TONY DEBLAUWE. NOKIA.

Thank you for bringing this valuable resource to our employees.

Your services help advance Adobe’s commitment to helping our employees move closer to their financial goals.

HELEN K HAUGE. ADOBE.

You made it a very simple process for us to give us something of value

This by far was the most valuable, easy to understand the information we have been able to provide people.

PATTI PHILLIPS. FIRST HEALTH.

OUR CLIENTS

You may recognize some of our happy clients

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a nationally distributed newsletter for effective money management.

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