Need Some help?

You want the best for your employees, but you have a lot on your plate and recently, you have been asked to do more than ever before.


Hire a professional to train and educate your employees to save you time and make even the toughest employees happy. I have helped clients achieve:


  • 100% enrollment in the company retirement plan.
  • 95% of participants reporting increased appreciation of company benefits.
  • 100% retention rates.

Take this opportunity. Employees stuck at home are saving more than ever. With the right plan this could put them on a better track FOR LIFE.

the help you need

I offer employee education and training that is customizable to your unique environment and needs, Additionally, I can support HR leaders provide new hire and ongoing employee education. If you are short staffed or pulled in too many directions, I am a great and immediate solution to your problems.


available virtually and in-person


customizable for you

Employee Training


What customers say

Jennifer was a pleasure to work with. She is very knowledgeable and provided great advice. She answered all my questions. She made information that is difficult to understand make sense by giving realistic examples. She made information that can be dry interesting because of her dynamic personality.​

Jennifer was spectacular and brought a new level of understanding and excitement to both the presentation and the one-to-one sessions. Everybody was very impressed by her energy and ability to explain the plans. She also built their confidence to be more proactive and involved going forward. They all enjoyed the meeting and it was time well spent and that was the feedback I got from all who attended.​

Past and Present Clients Include:

I have had the distinct pleasure of working with some amazing companies companies across the country including:

Popular TOPICS include:

Getting started

Live webinars, in-person impactful group education, and individual conversations on the topics your employees need including:


  • Financial Wellness
  • Financial Foundations
  • Money Mentality
  • Financial Independence
  • Getting Started


For those who are already working and saving, content and conversations focused on balancing conflicting needs and making money a family conversation:



  • Marriage and Money
  • Life Crafting
  • Supporting Loved Ones
  • Budgeting
  • Advanced Investing

Ready to retire

Before retiring, it is important to look at the numbers and inform your decisions. Help your employees stay or leave with confidence that the time is right:


  • Ready to Retire
  • Withdrawal Strategies
  • Medicare
  • Social Security

Jennifer Sahady