Break the mold of employee 'benefits'. Invest in financial literacy that fuels engagement and loyalty in your team.
Move beyond just outlining the 401k plan to help your employees engage in all aspects of their financial lives. They will feel more confident in their futures, see more clearly how they are rewarded for their contributions, and be THRILLED that their employer actually wants them to expand their wealth.
““OMG... FEEDBACK WAS SO POSITIVE! FOLKS ARE PUMPED. I loved your story and your no-nonsense approach! “”
COMPANY WORKSHOPS
Smart Sister Finance offers a range of "Lunch & Learn" options as well as half-day workshops for companies and school groups.
““This was the first finance course I took where I didn’t leave with a headache. Thank you for articulating these principles and goals in such a clear and accessible manner. So appreciate it! You have a gift!””
SELECTED LUNCH & LEARN TOPICS:
Your 401k is Magic
All About Real Estate
First Job/New Job? Three Ways to Begin Your Financial Journey
Five Ways to Recession Proof Yourself
RECENT STUDENT EVENTS:
How to Pay For College
A Student's Guide to Credit Scores and Credit Cards
Financially Fit – Get Organized, Set Goals, Stay on Track
““I’m really glad we offered these sessions and think we all got a lot out of them. Your content is great and clearly presented.””
“Thank you for an incredible presentation! We have received nothing but positive feedback.
Every time you present I am always blown away by how you take such complex topics and make them understandable with actionable next steps that are not overwhelming! ”
Want to plan a company or school event?
SMART SISTER FINANCE HAS WORKED WITH MANY WONDERFUL ORGANIZATIONS, INCLUDING:
