Welcome to Money Management Educators

Understanding the Impact of Financial Stress

Did you know that financial stress can result in declines in employee productivity? Ensuring the financial well-being of your employees is crucial for maintaining a productive and motivated workforce.

Let’s Build Financially Healthy Employees!

Are your employees financially healthy? Did you know that financial stress can result in declines in employee productivity?
With a team of knowledgeable financial instructors, Money Management Educators specializes in providing companies with no cost, on-site financial wellness workshops as a supplemental employee benefit.

If you are concerned that you do not have the resources or tools to provide the proper financial education that your employees need, do not worry we are here to help!

Meet Our Clients

The Facts

01

Source of stress

Nearly 2 out of 3 adults say money is now a significant source of stress

02

Impact on Women

93% of women report being stressed over money

03

Employer Support

97% of employers feel responsible for their employees' financial wellness

04

Employers Role

63% of employees believe employers have a role in their financial well-being

05

Lost Time

Financially stressed employees spend up to 3 hours a week dealing with money issues at work

06

Retention

84% of employers say offering financial wellness tools helps increase employee retention

07

Satisfaction

91% of employers see higher employee satisfaction when financial wellness resources are offered

08

Motivation

Financial wellness support reduces employee turnover rates by helping employees feel more secure and valued

09

Employee Value

Financial wellness support reduces employee turnover rates by helping employees feel more secure

10

Work Culture

Implementing financial wellness programs fosters a supportive and caring company culture, which can enhance overall morale and loyalty

Money Management Educators

At MME, we believe in the power of financial wellness to transform workplaces. Our free financial wellness seminars are designed to support both employees and employers by reducing financial stress and boosting productivity. Let us help your organization thrive with our helpful sessions. Contact us today to learn more about our free seminars and how they can benefit your team.

About Us

Itroducing Money In Management Educators

Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small. Staffed with volunteer instructors, we are an ‘education only’ company. We are passionate about financial wellness education and our instructors are committed to teaching others how to take ownership of their financial future.

In today’s fast-paced work environment, financial stress affects employees’ well-being and productivity. Financial wellness programs are vital employee benefits, offering support and education for managing personal finances. For employers, these programs promote a healthier, more focused workforce, increasing satisfaction and retention rates. Discover how financial wellness initiatives can transform your organization and benefit both employees and employers.

Why Choose Us

Ensuring Employee Financial Health

Source of stress

Nearly 2 out of 3 adults say money is now a significant source of stress

Impact on Women

93% of women report being stressed over money

Employer Support

97% of employers feel responsible for their employees' financial wellness

Our Process

Think Future Think Insurance

First Step

Get Quotation

Invest in your employees’ financial health with Money Management Educators. We offer no-cost, on-site financial wellness workshops and one-on-one education sessions. Boost productivity and well-being today.

Second Step

Fill the Application

Enhance your employees’ financial well-being with Money Management Educators. Our no-cost, on-site financial wellness workshops and personal education sessions are designed to boost productivity and reduce stress.

Third Step

Get Insured & Covered

Ensure your employees’ financial well-being with Money Management Educators. We provide no-cost, on-site financial wellness workshops and personalized education to safeguard your team’s financial future.

Our Team

Meet Our Professional Staff

Alan Houston

Company CEO

Damian Kings

Marketing

Natasha Park

Manager

Louis Thomson

Call Support

Andrew J. Bondar

Andrew J. Bondar is a seasoned senior instructor, renowned for his expertise and passion for teaching. With years of experience in delivering comprehensive and engaging lessons, he excels at guiding students through complex concepts. Bondar’s commitment to fostering a positive learning environment has made him highly respected among both peers and learners.

Chien K Yeh

Chien K Yeh is an experienced senior instructor known for his deep knowledge and engaging teaching style. With a passion for education, he excels at breaking down complex subjects to help students grasp challenging concepts. Yeh’s dedication to fostering a supportive learning environment has earned him respect and recognition in his field.

Gary Erickson

Gary Erickson is a seasoned senior instructor known for his deep expertise and passion for teaching. With years of experience, he excels in delivering clear, engaging lessons that help students grasp complex topics. Erickson’s dedication to fostering a positive and supportive learning environment has made him a respected figure among both peers and students.

David Lewis

David Lewis is an experienced instructor known for his clear and engaging teaching methods. He is committed to helping students understand challenging concepts and develop their skills. Lewis’s approachable style and dedication to education create a supportive learning environment that fosters student success.

Deborah Sato Wong

Deborah Sato Wong is a highly accomplished Executive Director recognized for her strategic leadership and operational excellence. With a strong focus on innovation and organizational growth, she drives initiatives that align with the company’s mission and long-term goals. Wong’s ability to lead diverse teams and foster a culture of collaboration has been instrumental in achieving significant business advancements.

…for more than five years HP employees continue to give positive feedback…

Hewlett Packard Bill Duggin, California Region Credit Union, Operations Manager

Your services help advance Adobe’s commitment to helping our employees move closer totheir financial goals.

Adobe Systems Inc. Helen K. Hauge, Sr. Manager Global Equity Compensation

…judging by our employee’s enthusiastic responses, your seminar was very well received.

National Semiconductor Nicole Valenti, VP Credit Union Marketing/Development

The feedback that we regularly receive from employees is extremely positive…

Johnson Controls Susan L. Richman, Director of Compensation

I would highly recommend these seminars … especially to help fulfill ERISA requirements.

California Chamber of Commerce William P. Dunphy, Chief Financial Officer

FAQs

Frequently Asked Questions

With a team of knowledgeable financial instructors, Money Management Educators specializes in providing companies with no-cost, on-site financial wellness workshops as a supplemental employee benefit.

As a Educational Corporation our service is personal financial education only. These days every banker, stockbroker, insurance agent, and financial planner has some sort of canned “workshop” presentation touting the wonders of their products and services. These can end up being not much more than glorified sales pitches. Our Instructors utilize a hands-on workbook approach, completed by the participants, with extensive attendee interaction and participation, and no mention of specific products or companies.

Our sixty minute sessions are designed to provide a good, basic understanding of various financial topics, as well as give practical, current advice for effective personal financial management.
Our workshops cover a broad range of ideas for a broad range of people. Everyone from the line worker to the CEO will receive valuable information to use for his or her personal financial management. We can even arrange separate sessions divided by employee class to address more specific concerns.

Never! One of the primary advantages of utilizing an education-only corporation is eliminating the risk of a sales pitch. Our sessions are strictly educational and practical with no specific products or companies being mentioned, recommended, or endorsed.

Because MME is an organization supported primarily through dues paid by our nationwide network of volunteer instructors we are able to provide our workshops and Personal Education Sessions at no cost. Our instructors do an excellent job of providing our non-biased educational programs. As a result a consistent percentage of attendees, over time, will enlist the services of the presenter when in need of a financial services professional.

Our senior instructors and presenters are leaders in their fields and have been carefully selected from the most reputable financial institutions, law offices and accounting firms in the country. MME instructors must possess extensive financial knowledge as well as good communication and people skills.

This is true of virtually every company that uses our services. 401(k) provider seminars are informative and necessary, but usually limited by design to focus on the 401(k) plan. MME workshops, on the other hand, help attendees to orchestrate their complete personal money management while learning how their 401(k) and other company-sponsored plans fit into the overall landscape.

We recommend that you gather a few of your decision makers and we will gladly schedule a “pilot workshop” for you and your key people to evaluate. (You may want to invite a few key employees for their input as well.) It may also be possible to attend a session as our guest at a company in your area. For logistical reasons this is done on a limited basis, and only with the host company’s approval. Ask your MME instructor for more details.

Interest in all company-sponsored plans tends to increase after our workshops. This is most likely because employees hear from us, a disinterested third party, that the company programs are valuable, rather than hearing it from the employer or 401(k) provider whom they would expect to endorse their own plans.

MME’s personal education session is what sets us apart from other workshop providers. Each attendee is entitled to a one-hour, no-cost, personal education session with one of our volunteer instructors. Like our workshops, these sessions are educational only with no specific recommendations for specific financial products.

Subsequent to the personal education session employees in need of specific financial services, products, or recommendations may request them from the instructor in the context of his or her professional financial services practice.

No. MME is an education-only corporation supported entirely by our volunteer instructors. (Our instructors are full-time financial services professionals, as well as attorneys and CPAs, and as such, are affiliated with licensed Broker Dealers, law firms or CPA firms.)

Simply click the Our Team option on the above menu for the office nearest you. One of our instructors will be happy to meet with you. He or she can answer your questions, demonstrate our process, and work with you to design an education program tailored to your company’s specific needs and budget. If you are not near an existing MME office and want to find out more about MME, please contact our corporate headquarters.

Get Started

LET’S BUILD FINANCIALLY HEALTHY EMPLOYEES!

While the concepts in the presentations may include references to particular product types, the presentations are not intended as a recommendation of any particular product type or product. The presenter may also have licenses that permit them to sell products for which they are paid a commission.