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’ nonprofit company...
Learn more about our interactive workshops
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
Posted in UncategorizedTheir information is unbiased and comes with no “corporate sales pitch” attached.
JEAN MARIE DILLON. NorthWest HOSPITAL.
The feedback we receive on your presentations is always great!
JIM BEARDEN. IAM/BOEING JOINT PROGRAMS.
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.
Your services help advance Adobe’s commitment to helping our employees move closer to their financial goals.
HELEN K HAUGE. ADOBE.
This by far was the most valuable, easy to understand the information we have been able to provide people.
PATTI PHILLIPS. FIRST HEALTH.
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