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Financial Wellness Strategies

Human Resources Services

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Financial Wellness Strategies
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    Bobbi Rebell Kaufman, CFP® Financial Wellness programs to engage and delight employees; Multi-gen money conversations, Author, Speaker, Podcast Host, Brand Spokesperson
    • New York, New York, United States
    • Top 5%
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    Jessica Peterson Director of Financial Wellness Programming - Financial Wellness Strategies
    • New York, New York, United States
    • Rising Star
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    Bobbi Rebell Kaufman, CFP® Financial Wellness programs to engage and delight employees; Generational Wealth preservation, Author, Speaker, Podcast Host, Brand Spokesperson
    • New York, New York, United States
    • Top 5%
    View Details

Overview

Financial Wellness Strategies (FWS) was founded by former business news anchor Bobbi Rebell, a Certified Financial Planner and financial wellness author, educator and speaker. With more Americans than ever stressed about money, employers are scrambling to find solutions and meet expectations to create a happier, healthier and more productive workforce. The need for financial wellness programs has never been higher – yet many employers simply don’t know where to begin, or are frustrated with existing programs that are ineffective. FWS is different from other financial wellness offerings in that we bring programming to LIFE through live events, community building and shared accountability. This approach is essential to removing stigmas around money and financial stress. In our interactive workshops, we involve the audience, address pain points, connect financial wellness to mental health and present financial wellness strategies that help attendees set and meet their goals. FWS events offer a kind and supportive environment, casual atmosphere, entertaining presentations and action-oriented advice -- making them the perfect way to elevate existing employee benefits or deliver on an employee event or training. Attendees will leave feeling energized, motivated and inspired on their individual financial wellness journeys. And in turn, HR professionals will have a tool for amplifying recruitment, retention and productivity. FWS is certified women owned (WBENC certified), with specific programming available just for women. Our multi-generational programs create and nurture a family financial ecosystem that will protect and support mutual goals while enhancing family relationships. We are also passionate about bringing programming to schools and universities to educate the next generation on the importance of financial wellness. You can schedule a call with us at calendly.com/bobbirebell/15-min-free-consultation or learn more at financialwellnessstrategies.com.