Financial Wellness Programs that give your employees peace of mind.



68 percent of employees would prioritize financial wellness benefits above an extra week of vacation.

65 percent now expect their employer to offer them more financial support than they did before the pandemic.

83 percent of employees view financial wellness benefits as a sign their employer values them and their work.

73 percent of Americans rank finances as the number one stress in their life.

Sources: Betterment, Capital One Creditwise

Financial wellness programs get results.

Increase Engagement

Reduce Stress

Improve Productivity

Build Stronger Relationships

SPRING 2024

Financial Wellness Programs

All programs are live, interactive, and available in person or virtually.

Employees in a meeting viewing a presentation

How to be a Financial Grownup

 It is never too early, or too late to set yourself up for success as a financial grownup. We discuss the basics of adult financial wellness including budgeting, savings and investments, and debt management. Specific strategies to start on the path to identify and reach your goals as well as mental and emotional well-being are also given focused attention.

Manager pointing at training material to a new employee

Financial Wellness for Women

Women face unique challenges when it comes to financial wellness including the wage gap, career interruptions, longer lifespan and caregiving responsibilities. We’ll discuss the impact of these challenges and then turn our attention to positive and specific financial wellness strategies. That will include a focus on identifying our intentions, thoughtful ways to execute plans for financial wellness, and strategies to build resilience so we can stay on track. 

Multi-generational family celebrating a birthday

How to have Multi-Generational Conversations About Money & Values

The generation gap is real! Learn the best ways to open up a conversation and get honest about financial wellness as a family- however you define family. We will discuss how to create and nurture a family financial ecosystem to support all generations through the highs and lows that life delivers. This includes conversations with senior generations who may need financial intervention, sandwich generations trying to balance it all, and younger generations who may need to be nurtured as they enter adulthood.  

A group of college graduates throwing their graduation cap in the air

How to Launch a Financial Grownup

Parents, grandparents, aunts, uncles, and mentors: learn the best ways to help the next generation become financially competent AND confident. Senior generations are the ultimate stakeholders in the financial success of emerging adults. Learn how to open up the conversations, how to instill both competence and confidence, and how to motivate and inspire the young people in your life.

Woman flipping through a workplace magazine

Bespoke Programming

Looking for something unique?  We will work with you to find the perfect program to meet your needs. Some ideas include: financial wellness for new parents, LGBTQIA financial wellness, new employee benefits strategies, elder care financial wellness, and more.

Tony Robbins - Speaker & Author

“Financial grownups are rare in our society. Sadly, it’s taking a toll on our physical, emotional, and relational selves. Bobbi has done a wonderful job of laying the groundwork for a new narrative for anyone willing to take the journey.”

Tony Robbins

Author of the #1 New York Times Bestseller Money: Master the Game

Current & Past Clients

(FWS AND FOUNDER BOBBI REBELL)

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Bobbi Rebell - Speaker, Author, Financial Educator
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(FWS AND/OR FOUNDER BOBBI REBELL)