Financial Education for your Organization

We support non-profit and educational agencies to grow your employee’s financial literacy and to help your staff improve their personal financial situations.

  • 87% of employees want financial education through their workplace, and 84% would like access to a financial professional [Employee Benefit News survey]
  • The least financially literate are four times more likely to spend 10 or more hours a week dealing with personal finance issues
  • Stress around financial wellbeing can negatively impact performance in the workplace – leading to increased absenteeism and reduced productivity.

The Foundation can provide direct support through seminars at your workplace to support employee learning led by unbiased, female financial professionals.


Financial education in a direct setting provides:

  • Content – knowledge and understanding of key financial information
  • Processes – strategies to analyze personal financial information, evaluating issues and applying understood concepts; and
  • Context – real-time implementation of solutions at the time an employee is encountering a financial challenge.

Site seminars focus on budgeting & debt management, preventing identity theft, understanding health benefits, basics of investing & retirement savings, and understanding your paycheck.

The Foundation is seeking grant support to underwrite direct financial coaching and seminars for non-profit staff onsite at your workplace. If you are a manager or HR professional in the Rochester area interested in learning more, please contact us.