Business Details
37 Years
experience
Financial Wellness Workshops for Employers
Since 1989, Money Management Educators has been dedicated to transforming workplace financial wellness through interactive, no-cost educational workshops. Our nationwide network of volunteer financial professionals delivers hands-on seminars that empower employees to take control of their financial futures. Backed by decades of experience and partnerships with leading corporations, we specialize in reducing financial stress to boost productivity and retention.Our proprietary workbook-based approach ensures practical, actionable insights without product pitches. With proven results cited by major institutions like Bank of America and New York Life, we help organizations cultivate financially healthy teams while maintaining strict educational integrity as a division of New York Life.
Services
Financial Wellness Workshops
One-on-One Education Sessions
Corporate Financial Seminars
Employee Financial Health Programs
Workplace Money Management Training
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of experience in corporate financial education
- Our volunteer instructors include CFPs and financial services professionals
- Proven to increase employee retention by 84% according to Bank of America
- Workbook-based learning with no product sales pitches
- Tailored workshops for diverse workforce financial needs
What people say
Improved employee retention
Increased financial literacy
Engaging instructors
Practical money management tools
Services
Financial Wellness Workshops
Our interactive workshops provide comprehensive financial education through hands-on workbooks and participant engagement. Designed for corporate environments, these sessions cover budgeting, debt management, and retirement planning. Employees gain practical skills to reduce financial stress while employers benefit from improved productivity and retention rates through this supplemental benefit.
One-on-One Education Sessions
Complimentary individual sessions offer personalized financial guidance from experienced professionals. Participants receive tailored advice on money management without product recommendations. These confidential consultations help employees address specific financial challenges while reinforcing workshop concepts for lasting financial literacy improvements.
Corporate Financial Seminars
Customizable seminars address organization-specific financial wellness needs with content for all employee levels. Sessions focus on practical financial strategies that improve workplace morale and reduce stress-related productivity losses. Our non-commercial approach ensures educational integrity while aligning with employer wellness objectives.
People
Alan Houston
Company CEO
Alan Houston leads Money Management Educators with strategic vision, overseeing nationwide operations and educational program development. His leadership maintains the organization's commitment to financial education excellence.
Deborah Sato Wong
Executive Director
Deborah Sato Wong drives organizational growth as Executive Director, combining strategic leadership with operational expertise to expand MME's financial wellness impact across corporate partnerships.
Andrew J. Bondar
Senior Instructor
Senior Instructor Andrew Bondar delivers engaging financial education with decades of experience, simplifying complex concepts through interactive teaching methods that empower workplace financial literacy.
Questions
What makes MME different from other financial workshop providers?
We offer unbiased education with no product sales, using interactive workbooks and experienced financial professionals for practical employee benefits.
Do attendees receive sales pitches during workshops?
No sales pitches are ever included - our sessions focus exclusively on practical financial education without product recommendations.
How do workshops affect 401(k) participation?
Employees show increased engagement with company-sponsored plans after understanding their role in overall financial strategies.
Are personal education sessions available?
Yes, each attendee receives a free one-hour personal education session with a qualified financial instructor.
