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financial literacy
 
Financial Literacy Industry Leader: LFE Institute
As a leader in Workplace Financial Wellness education for over two decades, LFE specializes in life-changing financial education solutions that generate sustainable results. More companies are seeking a comprehensive approach to Financial Wellness to reduce or prevent employee financial problems. LFE works with EAPs, Benefit Providers, ERISA attorneys, and CPAs to help their clients minimize healthcare costs, turnover, and growing liability concerns. LFE sells no products but education, and offers these full-service, results-oriented solutions:

Workshops
US workers are struggling to make ends meet, avoid foreclosures, and save for retirement. LFE’s unique, skill-based Financial Education workshops solve these problems by teaching specific strategies to help them stretch their paychecks, reduce their debts, ease family conflicts over money, avoid financial traps, and master core investment principles.

LFE’s Certified Instructors have helped more than 500,000 employees learn how to “find” an extra $4,000 - $7,000/year…without adding a dime to the payroll! Our on-site skill-based financial education workshops incorporate the latest accelerated learning methodologies to ensure maximum results. LFE also offers Instructor-led Web-based training through our online Money Basics Series. All workshops include 6 months of HotLine support to increase the potential for sustainable financial wellness long after the class is over.

Personal Budgeting
Money Coaching

LFE provides the most comprehensive Workplace Money Coaching available today. Our Team of Financial Professionals answer questions throughout the year at the time your employees or members are making critical financial decisions on more than 200 Financial Topics. Through detailed e-mail responses and live telephonic coaching, our coaches will help them save money and avoid making costly financial mistakes.

Our financial experts and Business Partners are CFPs, CPAs, NFCC counselors, insurance and investment specialists, realtors, mortgage experts, auto and college aid advisors, healthcare and eldercare consultants, retirement advisors, etc. They are totally unbiased, sell no products, and give no advice, so there’s no liability exposure. Their role is to educate employees and consumers on “Insider Secrets” they will never hear from those focused on selling products. This service not only saves employees and members thousands of dollars throughout the year, but helps provide ERISA-related liability protection for employers.  


Weekly Educational Series
LFE publishes a popular weekly e-Learning series, the Money Minute! This is not your typical “Newsletter;” it’s a content-rich, money-saving publication providing up-to-the-minute strategies to help readers make smarter financial decisions throughout the year. In just a few minutes each week, they learn timely techniques to save thousands of dollars and avoid the latest financial scams.
money management
Click here to request a free sample
This service is provided through CPAs, Credit Unions, and Membership Associations and groups, so email us to see if it’s available in your area.

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