Employee Financial Wellness Courses

Anthony offers live personal finance courses to employers of all sizes.
His most popular lunch & learns and webinars include:
- Money Essentials: What they Didn't Teach You In School
- Retirement Planning for Young Professionals
- 5 Ways to Reduce Financial Stress Today
- How to Maximize Your Pay & Benefits
Anthony can also create a custom presentation based on the unique needs of your team.

Attendees will Learn

-Money essentials: practical ways to budget & save money, the basics of investing, building an emergency fund, being smart about debt & credit...
-Retirement planning: how to set up a 401(k), the importance of starting early, choosing retirement accounts and investment options
-Maximizing pay & comp: specific ways to maximize employee benefits that are offered by your company

About this Speaker

Anthony is a Financial Coach and CFP Candidate based in Chicago, but he works virtually with young professionals all over the country to help them feel good about their finances.
He provides independent financial guidance and education to individuals, couples, and the companies they work for.

Education and Experience

  • Certified Financial Planner Candidate
  • Financial Planner & Coach. Founder of Financial Education Company
  • Consult for multiple fintech companies that focus on providing financial education to startup teams
  • Speaker for Fortune 500 companies and startups
Speaker Topic:
Mindfulness
Nutrition
Fitness
Leadership
Financial Wellness
Sleep
Aromatherapy
Stress
Mental Health
Ergonomics
Health
Well-being
Communication
Volunteerism
Celebrity or Keynote
Working From Home
Community
Other
Other Critera:
For Call Centers
Especially for Men
Especially for Women
Webinar OK - Remote Worker Friendly
Willing to Travel
Available in Spanish
HRA/VEBA eligible
Available Nationwide
For 3rd Shift
For Retreats
Free
COVID 19/Quarantine Related
Holidays
Recording is OK
Length: 1 Hour
Equipment required: Projector and Mic
Post event tools included: Yes
Includes pre-event consultation: Yes