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Regional Financial Workshops

Is your organization financially fit? 

Join us in this collaborative half-day training devoted to enhancing your financial wellness initiatives. In partnership with Francis Investment Counsel, we will discuss trends of financial wellness in the workplace, establish financial metrics as it relates to the organization and individual, evaluate financial wellness partners, and validate the investment in financial wellness! 

Learning Objectives

  • Understand the "quiet" costs associated with financial stress
  • Establish a process to quantify and monitor financial wellbeing in your organization
  • Develop strategies for choosing a financial wellness partner to fit with organizational needs and goals
  • Discuss the organizational benefits tied to employee financial wellbeing
  • Create an action plan for implementing a financial wellness initiative


Regional Workshop Partner: 

Register today!


Greater Milwaukee Area

MRA- The Management Association 
N19W24400 Riverwood Dr. 
Waukesha, WI 53188

Tuesday, April 25, 2017
1:00 PM- 4:30 PM Program

Program Host: 



Green Bay Area

Nature's Way- Schwabe North America
825 Challenger Dr.
Green Bay, WI 54911

Thursday, June 29, 2017
1:00 PM - 4:30 PM Program

Program Host:



La Crosse Area

Kwik Trip, Inc.
1626 Oak Street
La Crosse, WI 54602

Wednesday, July 26, 2017
1:00 PM - 4:30 PM Program

Program Host:


If you have additional questions regarding our Regional Workshops, please contact Katie Reiels at


N19W24400 Riverwood Drive Suite 260 Waukesha, WI 53188-1185

Call us: 262.696.3656
Email us:

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