stay at the top of your game
healthy finance is just the beginning
Financial Fitness
Our Financial Fitness team is passionate about the financial health of our clients and community. We serve non-profits and businesses by providing customizable and personalized educational workshops about finance related topics.
Businesses
Just call us your personal financial trainers – we want to see you grow strong.
Workshop topics include:
-
Cash flow
-
Credit reporting
-
Insurance
-
Risk management
-
Taxes
-
Retirement plans
Non-Profits
Let’s be training buddies and give your audience a great exercise for life.
Workshop topics include:
-
Managing debt
-
Buying a house
-
Saving
-
Protection against fraud and identity theft
-
Estates & trusts
-
Planning for retirement
-
Financial planning
-
Life insurance
