CUSTOMIZED PRESENTATIONS & WORKSHOPS: SCHOOLS AND BUSINESSES
"Despite the incredible value of your employee benefit package, its monetary worth is often undervalued and under appreciated. While we recognize the critical importance of financial health in overall well-being, there is currently a lack of resources for employees to effectively manage and enhance their financial well-being. Alpine Advantage Financial Coaching presents the solution."
“Studies show that when an individual has financial health — that is, when their basic financial needs are met and they have a clear picture of how their financial choices and decisions impact their lives — they experience greater overall well-being and bring their best selves to the workplace.” (Harvard Business Review 2024)
Lets us create a dynamic presentation as short as 1 hour or a series of workshops customized for the staff at your school, district or business that will improve staff morale, increase staff retention and empower staff to take control of their financial future. Goals could include:
- Improve staff overall health and wellbeing through financial literacy education and coaching.
- Improve staff understanding of and appreciation for the incredible and valuable comprehensive benefits package that you offer.
- Improve staff retention by helping current staff understand the long term benefits of their compensation package and maximize their personal financial health in order to support their goals.
- Increase the number of staff who appreciate and take advantage of benefits that do not have a monetary cost to your business or school district, such as saving to a HSA, 401k, 403b or 457 plan.
We look forward to speaking with you to create a program especially for you and your employees.
What others are saying
"Trevor's presentation on benefits and financial planning for school employees was incredibly impactful and well-received. His ability to connect with his audience, drawing from his own experiences as a teacher, likely made the information more relatable and actionable for his fellow educators.
Addressing financial literacy and planning is especially crucial given more than half of Americans are living paycheck to paycheck and lacking sufficient savings for retirement. By covering topics such as insurance, debt management, emergency funds, and retirement planning, Trevor provided valuable insights that can empower teachers to take control of their financial futures.
Moreover, offering this type of presentation as a benefit to school staff demonstrates a commitment to supporting the well-being of educators beyond just their professional development. By alleviating some of the financial stress that teachers may face, schools can foster a more positive and motivated work environment, ultimately contributing to teacher retention efforts. Thank you Trevor!"