Better Outcomes Through Financial Literacy and Education

Financial Wellness programs offer employees and constituents assistance with their personal financial lives through a combination of financial literacy education, financial counseling, and financial advising.

Offer a valued benefit with a Financial Wellness Program designed to improve financial stability and reduce financial stress. Research has shown Financial Wellness Programs have a significant positive impact on both people and businesses, which is why 90% of large employers expect to offer a Financial Wellness Benefit within the decade.

Purposeful Finance offers low-cost Financial Wellness seminars for small businesses, non-profits, schools, and religious organizations. Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. No sales pitches are allowed before, during, or after the seminars.

If you would like to bring financial literacy education to your organization, contact us using the button below.

Proven Return on Investment

The direct ROI can be as much as 300% or more according to the Consumer Financial Protection Bureau (CFPB), a federal agency.

Research shows benefits including:

  • Increasing productivity

  • Strengthening employee engagement

  • Improving retention

  • Boosting company loyalty

  • Savings on healthcare costs

  • Decreasing absenteeism

  • Lowering 401(k) administration expenses

  • Reducing company liability 


Seminars are education-focused and designed to assist attendees with managing money, responsibly using debt, and planning for their future. As a nonprofit, our seminars have no hidden agenda for commissioned product sales.

Seminars are offered by Joshua Escalante Troesh, a fiduciary financial planner and a Tenured Professor of Business.

Sample Topics:

  • Building a Working Budget and Managing Debt

  • Strategically Dealing with Your Student Loans

  • Affording Your Child’s College Education

  • Understanding the Benefits of Your Company’s Benefits

Custom curriculum is created for your organizations’ needs.