It’s about your people.

EMPOWERING

Cour

se O

fferin

gs

You can change the lives of your

employees. Lower their stress. Set them

up for success. And we can help you do it.

Employee well-being is critical to

your organization’s bottom line.

And it’s no longer just their

physical well-being that must be

considered. If employees are stressed

about their current or future financial

situations, they won’t bring their

A-games to work every day.

The Foundation for Financial Wellness

is an educational nonprofit that

conveniently provides you and your

employees financial wellness

courses and counseling at your workplace.

Boost Your Financial IQ

Saving for a home. Tax strategies and lessons on how and why to live debt free. Preparing for college tuition or your

next investment. Retirement and estate planning. The Foundation for Financial Wellness has resources for

every stage of life. Whether your team is filled with Millennials or Baby Boomers or a mix of all ages, we have

relevant financial resources to help your employees achieve their financial goals and make you look like a hero!

The Foundation for Financial Wellness classes are the employee perk you are looking for!

The 5 Essentials for Financial WellnessThe 5 Essentials for Financial Wellness is our signature course and is available as an online and instructor-led offering.

- Instructorledcoursesaretailoredtofitalunch-and-learn60-minuteformat.

- 7onlinemodulesareavailableatappx.25minuteseachinlength.

Thought Barriers to Financial Wellness: Individuals have a set of attitudes, values, and beliefs regarding money, both positive and negative. Learn how to examine your beliefs, adjust your mindset, and establish a personal philosophy around money management and personal growth.

Essential 1: BudgetingDecide to take a step toward to financial wellness by building a budget. We give you the tools necessary to gather all the information you need to learn about your current financial position, and then determine how best to improve that position over time.

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Essential 2: Investing, Getting Started and RetirementLearn how to progress from creating your budget to determining if you are ready to invest. Then, understand some of the basics of investing, such as how you can align your purpose with a plan and various options available to you to grow your nest egg for retirement.

Essential 3: RiskNow that you know more about building wealth, you’ll learn how to protect the wealth you’ve created. This module focuses on answering the four biggest questions asked to financial advisors: What if I get sued? What if I become sick or hurt? What if I die too young? What if I need long term care? The answers to these questions will surprise you and empower you to take action.

Essential 4: TaxesIn this module, you’ll learn about one of the most preventable threats to wealth building, taxes. Many people do not realize that taxes play a key role during our retirement years. We look at a variety of strategies to keep more of your money in investments versus limiting your returns and paying penalties to good old Uncle Sam.

Essential 5: Life & LegacyLearn about the 3 stages of life and how each of these stages builds upon one another during your transition into retirement while creating a powerful legacy after your death. We discuss not only how to protect your wealth, but also, how to protect your family during the transitions of life and beyond.

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4

3

2

Building your Legacy plan

ClassesLife & LegacyDefine&alignyourPurpose-Planning-Portfolioforalifewell-lived.

Executor’s BootcampFacilitatingtheimportantconversationstodevelopathoughtfulandcomprehensiveend-of-lifeplan.

Executor’s ResourceAtrustedresourceforallthingsrelatedtocarryingoutalovedone’sLegacyPlanwhenit’stimetosettletheestate.

COLLECTIONVAULT

CLASSES

COUNSELING

Your trusted resourcefor building legacy.

Having peace of mind that in the end, your loved ones aren’t left

with questions or burdens.

CounselingPrivate 1:1 counseling is included as a continuation of our courses. It’s all about YOU and your questions. Whether you’re just beginning to think about the legacy you’d like to leave, or if you have the responsibility of settling an estate, you can bring your questions, documents and conversations to a trusted resource. Our Certified Financial Wellness Counselors® are:

• Trainedandexperiencedinvariousdisciplineswithinfinancialservices.

• Willingtoprovideguidanceonanyandallquestionsrelatedtolifeandlegacyplanning.

• Proficientatprovidingcounselingforallagesandstages.

Collection Vault: EverplansLife and legacy planning takes you beyond the finances and insurance policies to also focus on the important everyday details you need your loved ones to know. The first and most important thing to know is that creating an Everplan is easy and provides a step-by-step guide for placing the most important information in your Collection Vault.

• Organizeyourvitaldocumentsandfinalwishes.• Saveallyourinformationsecurelyinone,convenientplace. Thinkofitasavirtualsafetydepositbox.• Gettotheheartofyourfinalwishes(legal,financial,healthcareandpersonaldecisions).

• Designate“Deputies”—friends,beneficiaries,oradvisorswhohaveaccesstosomeorallofyourinformation.You’reincontrol.

Life Phase: Taking ControlDeveloping healthy financial thoughts and behaviors, and laying a solid foundation with a budget, savings plan, healthy debt and credit management.FW101-Thoughts&BehaviorsAroundMoneyFW102-KeepingScore:PersonalFinancialStatementsFW111-BustingBudgetMyths&BuildingMySpendingPlanFW112-SuccessfulSavings:CreatingaConfidentTomorrowFW113-DebtFreeforLifeFW121-UnderstandingandUsingCredittoYourAdvantage

Life Phase: Grow & Protect Protecting your hard-earned dollars and designing your path for nest-egg growth.FW201-ManagingRisk:Identify,Assess,&PreventFinancialLossFW202-TheSuperRoth:TaxMinimization&SavingsProtectionFW211-Investing:AConfusingWorldMadeSimpleFW212-MaximizeYourInvestments

Additional Specialty Course offeringsWe offer 24 additional stand-alone lunch-and-learn style courses depending on the organizational need.

Life Phase: Retirement - Enjoy and Preserve Assessing retirement needs and wants, planning, preparing, and spending your retirement money while keeping Uncle Sam at bay.FW301-Retirement:Plan&SaveFW302-Retirement:Plan&PreventExcessTaxesFW303-Retirement:Prevent&ManageRiskFW304-Retirement:HarnessingTaxAdvantagesFW311-SocialSecurity:Well-SuitedSelectionsFW312-TheRetirementTransition:MovingintoTomorrow

Life Phase: Life and Legacy Developing your estate plan, providing for family and legacy, and sharing with others.FW321-IntroductiontoEstatePlanning:LayingthefoundationFW322-ExecutorBootCamp:BeinganEstateExecutor

Specialty CoursesFW401-Mortgages:PreparingforHomeOwnershipFW402-Mortgages:Clarity&StrategyFW403-ReversingourThinkingonReverseMortgagesFW404-VAMortgages–GettingtheMostOutofYourBenefitsFW405-ServingourVeteransFW406-KidsCanToo!

Financial Wellness ConsultantDirect: 855-672-9051Email: info@ffwteam.orgFoundationForFinancialWellness.org

6530 S Yosemite St, Suite 310 Greenwood Village, CO 80111

Our Educators and CounselorsEach of our educators has a professional experience in teaching, human resources, benefits, wellness, speaking or facilitating. They have passed a Foundation for Financial Wellness mastery exam to earn their certification which is recognized by FINRA. With heart of a teacher, they love to educate. They meet others’ where they are regardless of their age or stage.

Turnkey SolutionsOur team assigns a course coordinator to your organization, who ensure all elements from registration to post-course evaluation. All class curriculum is delivered with simplified terminology, and we create all the handouts, homework and templates to help your employees achieve their goals. We are proud to make every interaction with your team a positive one. We take care of the details, so you can focus on your people.

Our ValueThe Foundation for Financial Wellness programs are robust. Although exact fees vary based on the services and classes your organization chooses, they are comparable to other traditional wellness programs. Even though our pricing is competitive, you receive much more with our program including 1-on-1 counseling for each participant.

Many of our clients report a new energy and optimism in the work day after completing our coursework. We have seen first hand how this experience brings teams closer.

To experience our classes, take us for a test drive with a brown-bag lunch-and-learn. Call 855-672-9051.