Financial Wellness


Financial Wellness
Access tools and resources to help you become financially well. From budgeting and preparing for emergencies, to maximizing benefits and retirement planning, Manatee YourChoice offers classes and coaching to help members understand and achieve financial wellness at every stage of life.
 

1:1 Financial Coaching

YourChoice Health Plan members can take advantage of discounted financial coaching from Workplace Money Coach. These 30-minute phone sessions can help you:
  • Build savings to protect you from financial emergencies
  • Create a plan to pay off debt
  • Help you plan for an upcoming expense (i.e. new car)
    Navigate the most effective way to pay your student loans
  • Discover ways to create more income
  • Learn to budget and cut wasteful spending
Coaching by phone is only $20 for a 30-min session (50% discount)! Contact Shane Robson-Smith to get started.
 
 

Monthly Group Coaching: Your Money Power Hour

Join Shane Robson-Smith, founder of Workplace Money Coach, for a fun and enlightening discussion about money topics that are important to your success. Benefit from your co-workers as we share ideas about financial freedom and maximizing the use of your paycheck to reach your financial life goals.
 
All sessions will be held on the last Wednesday of the month in the Admin Building from 12:15p – 1p. No registration required.
 
2017 Schedule:
  • April 26, 3rd Floor Community Services Room
    The Power of Your Paycheck
    Introduction to the "Money Hour", set financial goals, get your financial life organized and create your custom plan for reaching your financial goals.
  • May 31, 4th Floor Osprey Room
    Effective Budgeting
    Explore the importance of Budgeting on your journey to financial freedom and discover a Budgeting method that works for you.
  • June 28, 4th Floor Osprey Room
    Boost Your Income
    Start a Side-Hustle doing something you love to make extra money to put toward your financial goals
  • July 26, 3rd Floor Community Services Room
    Crush Your Debt
    Discover strategies and get motivated to pay off your debt.
  • August 30, 3rd Floor Community Services Room
    Invest for your Future
    Investing starts with you, your health and happiness and progresses to investing for retirement and to build wealth. Learn the basics of Investing at every stage of the game.
  • September 27, 3rd Floor Community Services Room
    Money and Relationships
    Learn how to work together with loved ones to reach your financial life goals.
  • October 25, 3rd Floor Community Services Room
    Enjoy the Holidays without Breaking the Bank
    Survive the most expensive time of the year with these budgeting and planning tips for the Holiday season.
  • November 29, 3rd Floor Community Services Room
    Insurance to Protect Your Financial Life
    Make sure you have all the adequate insurances so that all your hard work is not squandered.

Worksite Classes

Attend classes at your worksite to learn about various financial topics. Classes taught by financial planning professionals.
 
Upcoming topics:
  • Financial Wellness for Retirement
    A 3-topic series covering important information for those thinking about retirement. Classes include “Medicare Supplement”, “Social Security”, and Income Maximization. View the flyer for more information including dates, times, and locations.
    Registration required.

  • The Five Stages of Investing
    Investing is more than just putting part of your paycheck into your employer’s retirement plan. Investing should start with your health and happiness and will progress to ways that you can build passive income and wealth. See investing through a whole new light. Registration required.
    Friday, July 14 @ Public Works, 12pm
    Friday, July 21 @ MSP Ops, 12pm

  • Deconstructing the "Deal"
    Discuss how credit cards work, how stores make money on 0% interest deals, how paycheck-advance companies operate, furniture rental, how debt-settlement companies profit, etc. Learn how all these perceived deals actually work, how the company promoting the deal is profiting and how to avoid getting caught in their trap. Registration required.
    Friday, July 28 @ Utilities, 12pm
    Thursday, July 13 @ MSO Training Center, 4pm

  • Boost Income: Build a Side Hustle Doing Something You Love
    Learn creative ways to make extra income with a focus on starting a small side business built around one's normal working hours. Registration required.
    Thursday, July 13 @ Palmetto Library, 5:30pm

Free 6-Week Email Course

Workplace Money Coach offers a free 6-week email course to guide you through the steps of setting a budget, paying off debt, and planning for the future. 
 
Sign up by clicking here.
 

Get in touch

Our team will be glad to help you anytime with general
or technical questions, suggestions or comments.