Whenever you see a successful business, someone once made a courageous decision.
— Peter Drucker

YOU AND YOUR MONEY SEMINAR for organizations

As a business executive, you want employees who are engaged and committed to work, while they're at work. Worrying about how to save, spend, budget and invest for the future can take a toll on employees’ focus, rendering them less productive and unhappier at work. Studies suggest that workplace programs on financial literacy can have a significant impact, not only in helping your employees for their future, but also in ensuring that future is with you.

If you are ready to take the next step and make that courageous decision, you can contact me here.

We cover topics critical to financial success. Subjects include:

  • Macro and Micro Economic Viewpoint
  • Understanding Risk
  • Understanding Compounding
  • Understanding Leverage
  • Protection Strategies
  • Investment Types
  • Financial Decision-Making
  • Understanding the Home Buying Process
  • Preparing for Retirement

For every corporate program we present to your employees, the community is supported in the development of financial literacy through our pro-bono programs. Your company becomes the sponsoring organization to a Women and Their Money program as well as a You and Your Money: Shaping the Journey given exclusively in under-served communities.

Won't you consider building your community while building your business?

 

YOU AND YOUR MONEY: shaping the journey

Geared to teens and young adults, this program presents Financial Literacy through the lens of financial goal-setting and financial decision-making. Topics include: Budgeting, Saving and Investing. This is a fast-paced and fun way for attendees to gain critical information and skills to help shape their future.  

 

You and your money: continuing the journey

Our public workshops are 3-hours long, and cover critical topics in financial literacy:

  • Macro and Micro Economic Viewpoint
  • Understanding Risk
  • Understanding Compounding
  • Understanding Leverage
  • Protection Strategies
  • Investment Types
  • Financial Decision-Making

 

Women and their money: continuing the journey

Our public workshops are 3-hours long, and cover critical topics in financial literacy:

  • Macro and Micro Economic Viewpoint
  • Special Considerations for Women
  • Understanding Risk
  • Understanding Compounding
  • Understanding Leverage
  • Protection Strategies
  • Investment Types
  • Financial Decision-Making

 

 

DISCLAIMERs

DSS Consulting recognizes there are two key concerns you may have as an employer when you offer financial literacy programs. A fear of lawsuits from employees who didn’t get competent financial advice and the employees’ concern about privacy. We want you to know we share your concerns. That’s why we don’t advise client accounts, accept any type of fiduciary receipt of their money, and do not get paid other than to provide educational programs. There are never attempts to convince attendees to buy or sell a particular investment.

We do not sell, trade or otherwise share attendee or company information to any outside vendor. Workbooks that attendees receive are for their own personal use and no attempt is made to collect personal information, other than for the purposes of offering a monthly newsletter with general topics and articles relating to money and financial literacy. That information is collected electronically, on an opt-in basis only.

Outside experts who participate in the Executive programs may offer their services to attendees, but only if the contact is initiated by the employee. Outside experts are professionals who might potentially be engaged to work independently with your executives.

Each employee participant receives our written promise stipulating the above.