Financial Literacy Workshops

As a leading curriculum developer within the corporate Financial Literacy field since 1986, the LFE Institute now makes its high quality, skill-based curriculum available to entrepreneurs who want to capitalize on the growing demand for unbiased Financial Educators in the corporate world.

Our comprehensive series of classroom workshops have now helped over 500,000 employees throughout the U.S. Through interactive, skill-based financial workshops that utilize the latest accelerated learning methodologies, we are able to obtain employee results financial “seminars” will never be able to generate! Our workshops focus on the financial challenges employees face during our current economic climate, and cover concrete, specific strategies to overcome these problems.


		Managing Your Money As LFE’s flagship course, no other program has had such a powerful impact on employees’ lives over the past two decades. This 3-hour workshop teaches employees how to stretch their paychecks (without budgeting!), reduce their debts, ease family conflicts over finances, avoid financial traps, and find an extra $4,000–$7,000/year! As one bank manager stated, “This workshop should be a requirement for anyone who earns a paycheck!”

		Investing for a Great Retirement In this 2-hour class, employees learn investment basics through accelerated learning methodologies. No other investment workshop teaches the basics of investing, asset allocation, diversification strategies, tips on working with investment advisors, and multiple techniques for long-term saving goals in this type of skill-based format. LFE completely renovated this course to help today’s workforce cope with the changing dynamics in the investment markets. This action-oriented clinic also helps minimize ERISA-related liabilities and increases participation in retirement plans.

		Helping Employees Cope with Tough Economic Times Employees everywhere are struggling with specific financial challenges due to the current economy. This 1-hour workshop is designed for Management Teams and Human Resource Departments. It is filled with concise strategies you will want to immediately share with your employees to help them avoid the latest financial traps, and keep them from falling victim to the newest scams in the market. This is an essential workshop for every employer!

		Find More Money this Summer! This one-of-a-kind Lunch & Learn workshop helps relieve the financial stress employees feel throughout the summer. It covers how to stretch their dollars on everyday activities, shares up-to-the-minute strategies to reduce travel, childcare, and entertainment costs, avoid the latest financial traps, and make it through the costly summer months without overspending. The average employee will be able to find an extra $1,000–$3,000 this summer...in just one hour!

		Money Roadblocks! - Helping Teens Avoid Financial Pitfalls Today’s graduating high school seniors and college freshmen will face unique financial challenges. This engaging 1-hour presentation helps teens become aware of common misconceptions and myths, evaluate bank and credit card offers, find ways to free up more money for higher education, and avoid financial traps when making important decisions as they move out on their own. The goal is to help these vulnerable young adults avoid making costly financial mistakes that could negatively affect them for years to come!