Financial Wellness In The Workplace

Financial talks are 60 minutes

We work with financial planners that are Certified Financial Educators with the Heartland Institute Of Financial Education.



The Heartland Institute of Financial Education is a National non-profit organization whose mission is to promote financial literacy across America. We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their CFEd® designation –CFE Certified Financial Educator® the first registered credential of its kind. The CFEd® recognizes the financial professional who teaches others. The Heartland Institute provides financial education programs for companies and organizations that want their people to enjoy a more financially secure future. When employees and members are more sure of their future and working toward their goals through a sound game plan, they are more productive in the workplace. The programs are offered through alliances with some of the nation’s top educational institutions and are taught by CFEd® instructors who have been approved for membership in the Registry of Certified Financial Educators®.

Benefits To Your Employees Include:
Convenience – Employees take the class online. 
Family Oriented Planning – Employee’s spouse or significant other may attend at no additional cost.
Resources – Class materials provided for each employee.
Personalized Class Work – Employees receive personal finance worksheets with practical exercises and examples.
Personal Development – Employees expand their knowledge without disrupting their work lives.
Financial Knowledge – Employees’ work performance and business acumen is enhanced.




Retirement: An Inside Look at Retirement Living
Retirement: Investment Strategies for Retirement
Investment: 5 Smart Investing Strategies
Investment: Keys to Investing for Retirement
Investment: 5 Smart Investing Principles
Estate: Principles of Preserving Wealth
Insurance: Protecting Those Who Matter Most
Insurance: Long-Term Care Protection Strategies
Tax: Tax Management Strategies
Money: Your Cash Flow Statement
Lifestyle: Managing Your Lifestyle


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