Financial Wellness Events In Ontario
Do you want to increase workforce productivity?
Financial wellness can provide a significant ROI.
With custom-targeted ads, credit card tap, and one-click ordering, expense management is more challenging than ever.
Jake Furlan, BEng, MBA, AFCC®
Hi, I’m Jake. I help people eliminate financial stress to improve their capacity. I reach over 10,000 people per month with educational content.
I would love to visit your organization and deliver a wellness event.
Book a Financial Wellness Event
Please provide a brief outline of your ideal event, including the following:
- Approximate group size
- Duration of the workshop or speaking engagement
I will work with you to curate a workshop or speaking engagement for the unique needs of your workforce.
One to three hour custom delivered presentation, including question periods after each topic.
Price includes consulting time, custom speech design, and travel/meals in the GTA or Ottawa. Subtract $400 for virtual events.
Starting at $1,450
Interactive activity-based workshops ideal for groups of 8 – 20 people. A learn-do-review approach optimizes learning outcomes.
Price includes consulting time, custom designed activities and travel/meals for on-site visits in the GTA or Ottawa. Subtract $400 for virtual events.
Starting at $1,850
I can cover the following topics:
- Debt management
- Psychology of Spending
- Cashflow management (i.e. budgeting)
- TFSA/RRSP/RESP Use
- Financial Goal Setting