Financial education for your friends
and colleagues

72% of adults report feeling stressed about money

source

Educational live discussions
Engaging and relevant material
Available for in-person and virtual events
Great for ERG groups!
See past sessions here

Request a session

Empower your colleagues for increased financial security and a clear path to build wealth.

Highly rated: 4.9/5 ⭐️⭐️⭐️⭐️⭐️

About

Engaging financial wellness discussions led by a Certified Financial Planner™ professional.

Read about the speaker.

Topics

Choose from a list of pre-selected topics or collaborate to create custom material.

See our most popular topics below!

What's Included

Sessions include 45 minutes of prepared financial education content and 15 minutes for live Q&A with Heather. You’ll also receive: edited recording, PDF of slides, and resources for attendees.

Most popular topics:

The HSA

A Triple Tax-Advantaged Powerhouse

Discover the ins and outs of Health Savings Accounts (HSAs). Gain a comprehensive understanding of HSA features, and strategic insights on when to elect a HDHP and enroll in the HSA. Learn about the triple tax-advantages of HSAs and why they can double as a savings for your retirement. In the current landscape of rising healthcare costs, this information is crucial for remployees.

About the Speaker

Heather Comella, CFP® draws on 15+ years of experience to present engaging financial wellness content to diverse workforces across a spectrum of industries. Heather has collaborated with hundreds of companies, from startups to Fortune 500 companies, and is renowned for her insightful sessions and empathetic voice. To date, Heather has conducted over 200 sessions, attracting more than 40,000 attendees worldwide, delivering actionable financial strategies. Heather meets participants wherever they are on their financial journey, empowering them with information and resources. Heather is skilled in connecting with all her attendees, regardless of their background or expertise level. Read more here.

💡Book Heather for your next event to empower your colleagues with skills for lifelong financial management