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Workplace Financial Wellness

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)

  • Set goals and priorities
  • Track spending
  • Create a budget
  • Change spending habits
 

Understanding Credit and Debt

  • What is credit
  • Types of credit
  • Good and bad credit
  • Avoiding problems
  • What to do if you are having trouble
 

Credit Reports 101

  • What makes up a credit score
  • What is a Credit Bureau Report
  • Parts of a Credit Bureau Report
  • Where to get a Credit Bureau Report
  • How to manage and improve your score
 

Transitioning into Retirement

  • Debt to income ratio
  • Credit cards
  • Co-signing
  • Homestead exemption
 

Other Classes We Provide:

  • Student Loans
  • Avoiding Identity Theft
  • Buying a Home
  • Buying a Used Car
  • Saving Money Using Coupons & Smartphones
 

*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.

 

Q&A
Those…
  • who want to have better control of their finances
  • living paycheck to paycheck
  • with ever increasing balances on their credit cards
  • who struggle to make even the minimum payment on their credit cards
  • experiencing a life-changing event such as marriage, divorce, birth of a child, new job or job loss
  • transitioning into retirement
First, you will discuss your goals with your financial coach. Then the two of you will work together on an action plan that will lead to you achieving those goals by reviewing your entire financial picture: Income and Expenses; Assets and Liabilities; and a review of your credit report.
We want to hear from you. If you are hesitant to fill out the entire application at this time, just fill out the general information and send it to us. We will contact you. The worksheet is just that: a tool that gives your financial coach necessary information in order to understand your full financial picture. It is also a starting place for you. Much of this is information you will need to have available for your appointment in order to have a successful meeting with your coach.

Financial Counseling and Education Program Manager

Mary Day

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”.

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In less than 15 minutes
you can better understand your entire financial situation