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THE STOCKS AND BONDING ACADEMY

(A CORPORATE FINANCIAL LITERACY PROJECT)

 

Our team of highly professional and very compassionate, licensed financial coaches and advisors, provide engaging virtual workshops, one on one training and continued financial health follow up. Our ultimate goal is, through education, to increase the financial health of your team. 

 

  How can our comprehensive financial literacy project assist your company?

  • Increase employer sponsored 401(k)participation: We will teach the urgency of contributing, as it relates to retiring comfortably.

  • Improve productivity: ​​Financial stress follows employees to work and can lead to mental distractions that can negatively impact productivity

  • Reduce absenteeism: Money struggles often necessitate needing time off to handle.

  • Boost company culture and morale: Providing a service that will add to the overall health and happiness of their family, let's your staff members know that they are cared for by their company. 

What will your employees learn?

How to address unhealthy spending habits​

How to create a budget and stick to it

How to reduce debt

All about the STOCK MARKET and INVESTING

And More !!

STOCK MARKET COURSES

Employees will learn the mechanics of the stock market, the products related to the stock market and how those products will benefit them as investors.

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  1. How does the stock market work?

  2. How do you make money from investing in the stock market?

  3. What is stock?

  4. Stock market indexes

  5. How to read a stock quote?

  6. Individual stock vs. Mutual funds

  7. Mutual Funds, ETF’s and Index Funds

  8. Bonds Part 1 

  9. Bonds Part 2

  10. Traditional 401(k) vs. Roth 40a(k) and IRA’s

Stock Market Chart

WORKSHOPS

Employees will learn to address the behaviors that lead to debt creation. They will learn budgeting/saving strategies and ultimately what it takes to become financially secure.

  1. Let’s make a budget - Taught by Coach Caroline, Dave Ramsey trained

  2. Time to focus on Debt Reduction  - Taught by Coach Caroline, Dave Ramsey trained 

  3. Options for what you can do with 401(k)’s left with  a previous employer

  4. Whole life Insurance vs. Term Life

  5. Saving for College

  6. Raising money savvy kids

*(Custom topics for workshops can be requested)

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90 DAY DEBT REDUCTION  CHALLENGE/ SAVINGS  - A Facebook Group

All employees will be invited to our Facebook Challenge Group

Our advisors and coaches will pop in on our Facebook group and  give tips and encouragement as employees meet their debt reduction and saving goals

LIFETIME Membership to the Stocks and Bonding Academy interactive website

Employees will have access to quizzes, transcripts and audio for all stock market courses.

Also, they will be invited to bonus workshops throughout the year

One on One Coaching

Employees that require  more intense assistance will have access to Dave Ramsey trained coaches for a deep discount

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