INTERACTIVE WORKSHOPS

OUR SERVICES

Our comprehensive WORKSHOPS are highly interactive using workbooks that attendees are encouraged to complete themselves. Our hands-on education workshops are specifically designed and presented to motivate and engage our audience.

Our INDIVIDUAL SESSIONS provide employees with the Macro Balance Strategy^TM (MBS) – our time-tested, personalized financial model. Participants have found MBS to be an extremely valuable tool to help visualize and achieve short-term and long-term financial goals.

Our Macro Balance StrategyTM provides a balanced accumulation strategy focusing not just on the customary practice of risk diversification, but also incorporating the concept of tax diversification between pre-tax and after-tax investment choices.

Money Management Educators created a multi-course 3-year curriculum for financial wellness education. This program provides employees with a diverse set of workshops, as seen below:

Interested in watching a sample MME demonstration?

Saving and Investing 2.0

Designed for those in the Accumulation Phase of life, we'll help develop a realistic overview of how to set and reach financial goals.

Tax-Favored Investing

Ever changing tax laws make it difficult for the average employee to plan properly. Using our MAP program, we'll help build a long-term plan.

Getting It and Keeping It

Designed for those closing in on their retirement years, we'll provide insights to help you prepare and succeed.

Wills, Trusts, and Estate Planning

We'll show you how to protect assets from unnecessary loss, taxation, and dillution due to death or incapacitation of a family member.

Understanding Social Security

This session is designed to give an overview of Social Security including maximizing Social Security income, and Social Security supplemental income.

Strategies for Financial Wellness

We'll address ways to avoid market pitfalls; see why cash is king; and cover a visual approach to your finances.

Common Money Myths

This session will examine and debunk widely held beliefs about money and a variety of financial products-some of which you may be using!

Income Real Estate

We'll outline examples of what makes income property investing both attractive and potentially disastrous.

Roth 401 (k)

You'll learn the facts and guidelines for a Roth 401 (k) and how it compares to a traditional 401 (k) strategy.

The MME Instructor] provided clear explanations about the benefits of pre- and post-tax saving instruments.

-Jennie Seattle Biomed

The MME Instructor] was very informative and offered several options for filling the gaps in my retirement planning [during the MME “education only” Personal Education Session.

– Linda Swedish Medical Center

[The MME Instructor] helped me gain more understanding of long-term financial strategies…

– Carol Adobe Systems

I was pleased when our firm offered a financial planning seminar. I learned a great deal from your presentation (you are an excellent instructor) and the personal session proved invaluable.

– Nancy Davis Wright Tremaine, LLP

[The MME Instructor] provided clear explanations about the benefits of pre- and post-tax saving instruments.

– Jennie Seattle Biomed

[The MME Instructor] was very informative and offered several options for filling the gaps in my retirement planning [during the MME “education only” Personal Education Session].

– Linda Swedish Medical Center

I was pleased when our firm offered a financial planning seminar. I learned a great deal from your presentation (you are an excellent instructor) and the personal session proved invaluable.

– Nancy Davis Wright Tremaine, LLP

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LET’S BUILD FINANCIALLY HEALTHY EMPLOYEES!

Discover how our financial wellness programs can enhance your team’s productivity and well-being.
Reach out today to explore our no-cost, on-site workshops and personalized sessions.

INTERACTIVE WORKSHOPS

OUR SERVICES