(800) 689-4851

PROVIDING FINANCIAL EDUCATION, ACROSS AMERICA - ONE COMMUNITY AT A TIME

Group Events at Companies & Organizations
Free Workshops with Absolutely No Selling
Increase Financial Literacy for Your Group
Strengthen Morale & Embolden Participants
Educational, Inspirational, and Rewarding
Satisfies ERISA (DOL) 404(c) Requirement
Why is Financial Literacy So Important?
Only 3% of Americans have a written financial plan, and most people put off retirement planning. Stress from financial issues impacts job performance, relationships and family life.
We come to you.
1. Free Workshops
2. Companies
3. The Experience

May 8, 2014   |   Category: Wellness   |   Author: William B. Hanlon III
Source - Hospitals & Health Networks Nonprofit health system leaders may find that partnerships other than traditional mergers or acquisitions suit their needs better. Health care costs continue to rise. Payment models for delivering health care services are evolving rapidly. Basic business relationships throughout the system are shifting as participants move from activity-based to value- and risk-based reimbursement — a trend accelerated by the Patient Protection and Affordable Care Act. Changes in Medicare reimbursements are occurring even as hospitals prepare for the growing number of consumers who gain access to health insurance due to the provisions of the ACA. These forces are driving significant change in health care mergers and acquisitions, including a wave of consolidation among nonprofit hospitals. In 2011 and 2012, nearly 60 percent of M&A transactions in the hospital-health system...
May 20, 2013   |   Category: Wellness   |   Author: Nancy Palmer
Source - O Magazine While the market plunges, free-floating anxiety is rising. How to cope with all the excess worry? Nancy Palmer reports on a few soothing ideas. Money anxiety disorder: That's what you might call the latest American epidemic (the acronym, conveniently, would be MAD). According to a survey in October by the American Psychological Association, 80 percent...
December 6, 2013   |   Category: Future Planning   |   Author: Robert Berger
Source - Daily Finance Successful retirement planning is not one size fits all. Retirement planning for a millennial just doesn't fit retirement planning for a baby boomer who is nearing retirement. There are several reasons planning should be custom fit. First, there are several economic unknowns for those many years away from retirement. From market returns to inflation and...
March 24, 2014   |   Category: Education   |   Author: Odysseas Papadimitriou
Source - San Diego Union Tribune Experts say workplace financial literacy can reduce stress, boost productivity We all want more productive employees. Getting more out of the people you already have is obviously far more cost-effective than hiring to pick up the slack. The question is how to squeeze blood from that proverbial rock. One logical approach would...

Latest News

February 4, 2014
President Obama's new myRA savings accounts have overshadowed the other retirement proposal he is pushing: Curbing retirement tax breaks for the rich. His rationale is that high-income households benefit...
January 12, 2014
Jim Chilton of Financial Coach Enterprises in San Diego creates prosperity for our veterans by giving them the opportunity to work. With 33 years of financial experience, Jim founded The...
December 5, 2013
The number of Americans filing new claims for unemployment benefits unexpectedly fell last week, offering signs of a steady improvement in the labor market. Initial claims for state unemployment...
June 11, 2013
With more Americans hitting the road as the summer driving season kicks off, they're paying a lot more attention to the price of gasoline at the pump. And with...
June 11, 2013
It’s been 15 years since Jared Fogle waltzed into a Subway and ordered his first 6-inch turkey sub — hold the cheese and mayo. Now he flashes a Subway...
© 2014 The Society for Financial Awareness    3914 Murphy Canyon Rd Ste A125 San Diego, CA 92123
All rights reserved. Please read our Terms of Use and Privacy Policy.