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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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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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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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.
Know MoreSince 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’ company...
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Know MoreMoney 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.
March 9, 2020 Number of employers promoting financial wellness expected to nearly double as 90%
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Growing awareness of how financial fitness initiatives can help employees has led to the growth
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What are perks that most employees would love to have at work? A survey from Robert
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Employee wellness is all the rage. More companies jump on the bandwagon each day. Some
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