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The Institute for Financial Education
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    • Home
    • About
    • Online Workshops
    • On-Site Trainings
    • Employee Wellness Program
    • News
    • Long-Term Care
    • Debt Relief
    • Contact Us
The Institute for Financial Education
  • Home
  • About
  • Online Workshops
  • On-Site Trainings
  • Employee Wellness Program
  • News
  • Long-Term Care
  • Debt Relief
  • Contact Us

Employee Wellness Program

 The IFE curriculum is designed to educate your employees with the knowledge they need to take control of their finances and their future.


 IFE partners with you to implement HR, EAP, and Wellness programs. Employees gain access to no-cost, high-value, financial education training. 

Financial Wellness Campaigns

Financial Wellness Campaigns

Financial Wellness Campaigns

  IFE offers turnkey financial education resources that provide the tools to change employees’ everyday money attitudes and establish behaviors that have lasting effects.

Financial Education

Financial Wellness Campaigns

Financial Wellness Campaigns

Our research based curriculum helps employers provide customizable financial education to employees designed to reduce their financial stress and achieve their goals. We provide relevant topics in a sales free atmosphere. 

Comprehensive Reporting

Financial Wellness Campaigns

Comprehensive Reporting

  How did it go? Our reports provide post workshop data including employee engagement, series effectiveness, and future topics of interest. 

  Our research is showing that that financial stressors are not only negatively impacting employees, but are costing the employers. Stressed employees are found to be less productive, take more time off to deal with financial matters, are more likely to leave the company for higher compensation, and are more likely to cite health issues caused by financial stress. These findings evidence a direct correlation between an employee’s financial well-being and a company’s bottom line and may help justify an investment in a financial wellness program.

— Kent E. Allison, Partner & National Practice Leader, PWC 

Contact Us

Contact Us

Complimentary Financial Wellness Campaigns

Schedule a time to speak with our Employee Wellness Specialist that can partner with you to customize your campaign:


  • Organizational Financial Literacy Assessment
  • Customized Financial Education Workshop Series
  • Comprehensive Utilization Report

Contact Employee Wellness Specialist

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Workshop Topics

10 Steps to Financial Freedom

Advanced Social Security Planning

Advanced Social Security Planning

• Find your net income

• Calculate expenses and profit

• Set financial goals

• Create a budget

• Shift from credit to cash

• Know the difference between

investment and expense

Advanced Social Security Planning

Advanced Social Security Planning

Advanced Social Security Planning

• Break-even analysis–should you collect at

age 62, 66, or 70?

• Delayed retirement credits–earn 8% per year guaranteed for 4 or 8 years

• File and suspend–file for your Social

Security suspend and let your spouse collect

50% of your benefits

• Learn how to collect IRA’s and let your Social Security grow 8% per year

• How are your benefits calculated?

• How cost of living adjustments affects your

Social Security

Asset Based Long-Term Care (LTC)

Advanced Social Security Planning

Asset Based Long-Term Care (LTC)

• LTC by the numbers

• Federal LTC program

• Activities of daily living

• Qualifying for low/no-cost coverage

• LTC insurance alternatives

• Medicaid planning

• LTC during retirement

College Planning

Financial Fitness

Asset Based Long-Term Care (LTC)

• The myth about financial aid

• Sources of money

• Need-based vs non-need-based

• College funding vs financial aid

• Advice

• The reward

Estate Planning

Financial Fitness

Financial Fitness

• Dealing with death and estate taxes

• Wills and trusts

• Probate and your estate

• Choosing an executor

• Lifetime giving exclusion

• Unlimited martial deduction

• Tax-free inheritance

Financial Fitness

Financial Fitness

Financial Fitness

• Cash flow management

• Basics of tax planning

• Creating a financial road map

• Introduction to estate planning

• Overcoming obstacles to creating wealth

• Maximum savings and investment plans

Financial Pitfalls

Improving Your Credit and Reducing Debt

Financial Planning in Uncertain Times

• Lack of plan or inadequate plan

• Improper debt management

• Lack of estate plan

• Lack of tax planning strategy

• Buying advice on the Internet

• Lack of an exit strategy

Financial Planning in Uncertain Times

Improving Your Credit and Reducing Debt

Financial Planning in Uncertain Times

• Budgeting for change

• Navigating a financial crisis

• Phases of wealth

• Tax planning 101

• Long-term financial efficiency

Improving Your Credit and Reducing Debt

Improving Your Credit and Reducing Debt

Improving Your Credit and Reducing Debt

• What is in a credit report and how to read it

• What makes a credit score?

• Roll down debt reduction strategies

• How to improve credit score

IRA, TSP, and 401K Rollovers

IRA, TSP, and 401K Rollovers

Improving Your Credit and Reducing Debt

• Consolidating assets

• IRS section 525

• Accessing your retirement accounts for

current needs

• Saving/avoiding taxes

• Leaving IRA’s behind/stretch IRA

Long-Term Care (LTC)

IRA, TSP, and 401K Rollovers

Market Based Investments

• LTC by the numbers

• Medicaid overview

• LTC insurance options

• How to plan for LTC

Market Based Investments

IRA, TSP, and 401K Rollovers

Market Based Investments

• What is "The Market"?

• Stock, bond, and mutual fund characteristics

• Annuities–how they work

• Qualified money–IRAs and 401Ks; what’s the

difference?

• Taxation implications of investing

Medicare and Long-Term Care (LTC) Planning

Modern Day Planning for the Small Business Owner

Modern Day Planning for the Small Business Owner

• Medicare part A, B, C, and D

• What is a supplement?

• Tax planning with Medicare

• How does LTC work?

• Qualifying for no cost LTC

Modern Day Planning for the Small Business Owner

Modern Day Planning for the Small Business Owner

Modern Day Planning for the Small Business Owner

• How to create tax efficient executive compensation

• Advanced tax strategies for the business owner

• Succession planning secrets

• Taking care of employees through

education

Navigating a Financial Crisis

Modern Day Planning for the Small Business Owner

Public Service Loan Forgiveness

• Financial strategies to prepare for a crisis

• Understand how market events impact you

• Protecting your life savings from

catastrophe

• Ensuring your money outlives you

• Surviving financial uncertainty

• Tax strategies during volatile times

Public Service Loan Forgiveness

Social Security and Retirement Planning

Public Service Loan Forgiveness

• Different types of student loans

• Different types of payment plans

• How to properly set up loans for PSLF

Retirement Planning

Social Security and Retirement Planning

Social Security and Retirement Planning

• How to not outlive your money

• Running the retirement marathon

• How taxes and inflation impact retirement

• Exit strategies

• RMD’s

• Stretch IRA’s

• LTC considerations

Social Security and Retirement Planning

Social Security and Retirement Planning

Social Security and Retirement Planning

• Understanding the basics of Social Security

• How to optimize your benefits

• Advantages of applying after full retirement

age

• How are your benefits calculated?

The SECURE Act

Tax Strategies in a Volatile Climate

Taxes and the IRS

• What is it?

• How does it impact my beneficiaries?

• The government could become your

#1 beneficiary

Taxes and the IRS

Tax Strategies in a Volatile Climate

Taxes and the IRS

• Where do our taxes go?

• Do I need a tax advisor?

• Tax avoidance

• Tax-free savings

• Tax-deferral vs tax deductible vs tax-free

• Why you shouldn’t wait to get your refund

Tax Strategies in a Volatile Climate

Tax Strategies in a Volatile Climate

Tax Strategies in a Volatile Climate

• Utilize volatility to your tax advantage

• Why the next 5 years are crucial for long-term tax planning

• Eliminating variables for retirement

• Using tax advantaged dollars to efficiently

plan

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