Financial Wellness in the Workplace
At LifeSpan, we have determined that financial education classes can provide significant benefits to individuals and the community. More specifically, financial education classes provided in collaboration with another community partner can add value to the overall services provided and help promote wellness within an organization.
LifeSpan has its roots back to the mid-1940s. We have been offering credit counseling and financial education services since 1981 and serve over 3,400 people per year. We are a member of the National Foundation for Credit Counseling and accredited by the Council on Accreditation. LifeSpan is a United Way partner agency and also approved to offer bankruptcy counseling by the U. S. Trustees office.
How LifeSpan can Help
LifeSpan has created a series of consumer financial education courses that will supply the tools and skills that will help consumers regain a better understanding of their finances. These classes are designed to provide basic, yet specific information on several financial topics that people need.
The following classes would be offered by LifeSpan at the partnering agency’s location:
Getting a Grip on Your Spending (basic budgeting)
Understanding Credit and Debt
Credit Reports 101
Transitioning into Retirement
Other Classes We Provide:
*Classes could be taught individually or in a series. Each class lasts approximately one hour and is taught using PowerPoint and handouts. Optimum class size is between 10 and 25 participants. More detailed information on each class is available.
Mary applies her passion for empowering others to leading and engaging her team of skilled financial counselors and educators in our mission to strengthen families and individuals who seek to improve the quality of their lives. As a seasoned advocate for older individuals, Mary leads AARP’s BankSafe initiative in Ohio, partnering with financial institutions to equip frontline staff to prevent senior financial exploitation and scams. In her spare time, she enjoys volunteering for local animal rescue organizations as a foster “parent”.