☰ Find us at events around the United States. It’s important to us that we share financial wellness with everyone we can. As nothing can replicate face to face meetings, we would love to see you at one of the many events around the US. Where to find us… NCEF Webinar – Financial Wellness: Coaching for Behavior Change August 3, 2021 3:00 PM – 4:00 PM EST Understand the emotional, cultural and psychological barriers to making positive behavioral change and how to overcome them to close the wealth gap, increase workforce productivity and improve short and long-term financial outcomes. Register Financial Wellness: Building New Research on Financial Wellness Disparities in the Workplace from Financial Finesse – Live Webinar August 10, 2021 10:00 am PT Join us for an interactive review of new data on financial wellness disparities in the workplace from our own Financial Wellness Think Tank™. Register Now PSCA Webcast – Let’s Talk About Money August 12, 2021 2:00 PM – 2:50 PM ET Women continue to lag behind men in saving for retirement for many reasons, which we will cover during this Financial Finesse-sponsored webcast. For example, psychological issues may prevent people from discussing this topic, even with their own families. We’ll discuss ways to encourage women to focus on ensuring their financial security, beginning with getting them to talk about money. The barriers women face in this area, suggestions on how to start relevant conversations and provide resources that will help women in your organization to address these issues will also be covered. Register Financial Wellness: Building Credit – Live Webinar August 19, 2021 1:00 PM – 2:00 PM EST Join us for a live CE course on building credit, hosted by Greg Ward, CFP® and Director of Think Tank, and Erik Carter, CFP®, JD and Personal Financial Coach. Registration Coming soon Past Events DCIIA/SPARK Public Policy Series – Expanding Workplace Savings: Seeking a Holistic Lifelong Approach May 5-6, 2021 A virtual Public Policy Series co-hosted by the Defined Contribution Institutional Investment Association (DCIIA) and The SPARK Institute. Learn more PSCA 2021 National Conference – Workshop 10: Let’s Talk About Diversity and Inclusion April 20, 2021 Learn the history — and current state — of savings and income gaps among various groups. Get tips on how to start the conversation about diversity and inclusion at your company. Gain strategies to impact your benefits in a meaningful way. Learn more Investment News Webcast – Can Financial Wellness Really Work? April 5, 2021 Moderated by retirement plan expert Fred Barstein, this webcast will feature subject matter experts from across the defined contribution landscape. The webcast, sponsored by Invesco, will answer questions about how RPAs can offer financial wellness to their DC clients that are impactful to plan sponsors, participants and RPAs business. Learn more We are a people company on a mission to deliver life-changing financial guidance to those who need it most. Home Home Financial Coaching Program Strategy Think Tank Financial Wellness Think Tank™ Think Tank Research Portal Financial Wellness Defined CE Courses About About Us Our Financial Coaches Careers Press Contact Contact Us Financial Finesse - 2021 - All Rights Reserved