855.937.3578 [email protected]

2022 Gulf Coast Symposium On HR Issues

NRG Center One Reliant Park (Hall B), Houston, TX

Join us at the 2022 Gulf Coast Symposium On HR Issues on July 27th! Stop by booth #626 to learn more about our award-winning financial wellness solution.

How to Pay for Your Education

Pursuing education beyond high school has become the desire of many people seeking opportunity to pursue a particular career and to earn a higher salary. Whether college or a trade school, the cost of a higher education however can be quite high. Join this month's FIT4Learning Seminar as Financial Fitness Consultant, John Poole, discusses: Ways to pay for […]

2022 Missouri SHRM Conference

Margaritaville 494 Tan Tara Estate Drive, Osage Beach, MO

Join us at the 2022 Missouri SHRM HR Conference on August 2nd - 5th! Stop by our booth to learn more about our award-winning financial wellness solution. Don't forget to catch Christian Mango on Thursday at 10:45 - 11:45 where he will be presenting on how to battle the great resignation with financial wellness!

Insurance: How to Protect Your Loved Ones

Insurance is designed to protect you against financial loss resulting from unforeseen circumstances. While some insurance is easily one of the most important investments you can make, it's easy to overlook when budgeting for long-term financial plans, and can be critical in your or your loved ones' financial survival following an unplanned accident or devastation. […]

2022 Kansas SHRM Conference

Manhattan Conference Center 410 S 3rd Street, Manhattan, KS

Join us at the 2022 Kansas SHRM HR Conference on September 14th - 16th! Stop by our booth to learn more about our award-winning financial wellness solution.

The Art of Withdrawals: Managing Your Income

You’ve been saving for decades and now it’s time to retire. That means no more regular paychecks and more than likely you will be looking to some of your investments for income. There’s no one size fits all approach when it comes to how and when you make these withdrawals. It’s crucial that you find […]

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Paris Las Vegas

Join us at the [email protected] Conference on October 16th - 18th ! Stop by our booth to learn more about our award-winning financial wellness solution. On Tuesday at 2:25 - 2:55 PM, Christian Mango will be presenting on How to Sell Financial Wellness. Create more meaningful dialogue with your clients, drive better outcomes, and remain […]

The HRSouthwest Conference

Forth Worth Convention Center 1201 Houston Street, Forth Worth, Texas

Join us at the 2022 HRSouthwest Conference on October 16th - 19th! Stop by booth #84 to learn more about our award-winning financial wellness solution.

National Financial Planning Month: Expert Insights

Having short-term and long-term financial goals is a big step in helping you feel more in control and confident about how you are spending and saving money. How you achieve those goals can seem overwhelming, but financial planning is an easy way to help you evaluate your finances and develop a strategy to achieve your […]

Optimize Your Benefits at Work

Taking advantage of the benefits provided by your employer can help you boost your wealth, improve your physical and emotional health, and increase your satisfaction with your job. But it's common to have questions regarding these benefits like retirement savings, health care plan, and insurance coverage. Join Financial Fitness Consultant Joshua Zdeb as he discusses […]

Year-End Financial Fitness Bootcamp & Market Update

As 2022 comes to a close, you may reflect on your experiences and what you have learned throughout this past year. In this month's FIT4Learning webinar, Managing Director Kyle Bingham will sit down with Wealth Advisor Matthew Peterson to reflect on how our financial lives have been impacted during 2022. As they share some of […]

New Plans for the New Year: Attacking Employees’ Top 5 Financial Concerns

2022 presented significant financial challenges. With runaway inflation, everything costs more. With poorly performing stock and bond markets, retirement account balances are down. Join us for a discussion of employees' most common financial concerns and an exploration of how to overcome those concerns in 2023. This 30-minute webinar is for you if you have questions about: […]