Steve Bridge
CFP®, BA
BC, CANADAMoney can be boring! And stressful! Steve takes what can be a dry topic and makes it fun, interesting, and relevant. Your employees will thank you for helping them feel more in control around money.
Money is the #1 thing that people stress over - more than health, their job, or relationships. This leads to lost productivity, more sick days, and challenges with employee retention.
Did you know that more than three-quarters of employers believe that their employees would value the organization more for taking an active role in supporting their financial wellbeing?
Perhaps a fun, engaging, interactive presentation on financial wellness would benefit your company?
I have been delivering financial talks to companies and organizations for over 10 years and the benefits cannot be understated - Financially healthy employees are more engaged, happier, and more productive than those who are in poor financial health or under financial stress.
I'll come in to speak for anywhere from 90 minutes to an entire day and talk about everything people need to know about personal finances, but were never taught. Audience participation and questions are encouraged!
And because I am an advice-only financial planner, these seminars are not the build-up to sales of any kind. No products, not my services - nothing. Just unbiased practical advice your employees can apply to their own lives.
Get in touch to discuss how a financial wellness seminar would benefit you and your team.
Money is the #1 thing that people stress over - more than health, their job, or relationships. This leads to lost productivity, more sick days, and challenges with employee retention.
Did you know that more than three-quarters of employers believe that their employees would value the organization more for taking an active role in supporting their financial wellbeing?
Perhaps a fun, engaging, interactive presentation on financial wellness would benefit your company?
I have been delivering financial talks to companies and organizations for over 10 years and the benefits cannot be understated - Financially healthy employees are more engaged, happier, and more productive than those who are in poor financial health or under financial stress.
I'll come in to speak for anywhere from 90 minutes to an entire day and talk about everything people need to know about personal finances, but were never taught. Audience participation and questions are encouraged!
And because I am an advice-only financial planner, these seminars are not the build-up to sales of any kind. No products, not my services - nothing. Just unbiased practical advice your employees can apply to their own lives.
Get in touch to discuss how a financial wellness seminar would benefit you and your team.
(Almost) Everything You Need to Know About Personal Finance in Half a Day
Format:
This seminar can be one hour, three hours, or an entire day, depending on your specific needs. It's fun, interactive, and educational; audience participation and questions are encouraged!
This program is perfect for:
- Companies wanting to help their employees with their financial well-being
The audience will leave with:
- The fundamentals of personal...
Retirement Ready: How to Prepare for the Retirement You Want
Format:
This can be a one hour, three hour, or full day seminar that covers the most important points when it comes to getting ready for retirement.
This program is perfect for:
- Employees 50+ or those getting close to retirement
The audience will leave with:
- A solid foundation of knowledge to create a financially secure retirement
- An understanding of...
Investing 101
Format:
One to three hours workshop (live or virtual)
This program is perfect for:
- Those who want to understand their investments better and have a solid base of knowledge on the topic
- Anyone wanting straight talk on investments, without the sale of products
The audience will leave with:
- Confidence around investing and their current...
Budgeting and Cash Flow - The Most Important Thing
Format:
An interactive, fun, engaging presentation on the most under-rated topic in personal finance! Cash flow is the subject no one likes to talk about but that everyone should.
This program is perfect for:
- Anyone who wants to maximize their savings (both short and long-term) or pay off debt systematically
- Everyone who doesn't have a forward-looking budget in place and has goals...
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