Your Financial Wellness Journey in Nine Steps

What are the common behaviors that financially successful people make routine? In this seminar, you will be guided by a worksheet and learn the essentials for financial fitness: budgeting, spending; emergency cash; savings for a baby, a car, a house; and investment options like a Roth IRA and mutual funds. As a participant, you will gain an understanding for your financial wellbeing, how emotions shape your perspective about money, and develop a roadmap and tools to keep you on track to reach your financial goals.

Attendees will Learn

-How to maintain credit
-How to buy the right insurance
-Information on personal and automated financial advisors

About this Speaker

In addition to her 10 years as a Wellness Coach and Health Educator, Susan was the Chief Marketing Officer for the world's largest nonprofit financial literacy organization. Susan is also a wellness champion who nurtures and connects with individuals and organizations who have an interest in investing in their physical and mental well-being.

Education and Experience

-Chief Marketing Officer
-Consultant for Kolon Performance Strategies
-Certified Wellness Coach
-Integrated Health and Wellness programs for the USA YMCA
-Ba in Arts and Communications
-Certified as a Silver Sneaker Instructor

Video Sample

Watch Susan on Welnys TV
https://tv.welnys.com/programs/healthy-habits

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:
Available as Webinar
Recording is OK
Available as In-Person Event
Available Nationwide
Willing to Travel
Offered in Spanish
Offered in other languages
For Call Centers
Especially for Men
Especially for Women
HRA/VEBA eligible
For 3rd Shift
For Retreats
Quarantine Related
Holidays
Duration of event (in hour increments): 1 Hour
Equipment buyer needs to provide: NA
Post event tools included: Handouts
Includes pre-event consultation: Yes