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What's New:
Top 5 Money Mistakes
Book and Online Classes
Mortgage SOS (Second Option
Service)
HRCI approved
class for HR professionals
Latest article:
HR, Workplace Financial Education - Why and How.
Article about HR
and Workplace Financial Education.
We are in The Wall Street Journal
... and
MSNBC.com
 Introduction: Why Employee Financial
Education Matters
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Workplace Financial Education
Want to Help Your Employees Save an
Extra $1,293,439?
Research shows that your
employees worry more about money than any other aspect of their
lives, more than work, kids, marriage, or friendships. Most find
it difficult to save let alone to invest. When you improve your
employee's financial health you improve productivity. We can help
you do that.
We can show your employees how they could hang on to an extra
$1,293,439 every 30 years. We've delivered our class, "The Top 5
Money Mistakes People Make - And How to Fix Them", to over 100
companies in the last 3 years with over 1,000 attendees and the
response has been tremendous. If your employees want to hang on to
more of their money, this class is for them.
There are only 2 things people can do with money - save it or
spend it. People save and invest with the help of financial
planners who help them strategically and long-term. We help people
tactically and short-term with spending; what they buy and how
they pay for it.
Do your employees know:
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Why 70% live
paycheck to paycheck regardless of income
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The real cost of
car loans
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Why a 14% credit
card is a 1,112% loan.
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How to reduce or
eliminate debt without hurting yourself
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Why 92% of
discretionary money goes to pay debt
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How 85% of home
loans have inflated interest rates
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Why 40% or
refinances make people poorer
The problem is
Information Asymmetry, which means that some people know more than
others and use it to their advantage. This class provides
information that helps level the financial playing field. We added
up the total potential savings people can achieve with this
information and it came to over $1,200,000 in 30 years. Not bad
for a 1 hour class.
Topics include:
Introduction to Personal Economics and Information Asymmetry - We
explain why people feel they don't have more money than they
should and why Emergency Funds and Spending Plans are important to
financial success.
Car Loans, Credit Cards and Debt Management - We explain the long
term impact of car loans, and then covers everything you need to
know about Credit Cards (why is a 14% credit card a 1,112% loan?)
and how to get out of debt without hurting yourself
Home Loans - We discuss what people need to know about their
credit report, how 83% of home loans have hidden fees, how 85%
have inflated interest rates, how mortgage brokers and loan
officers can take thousands out of a home loan and the borrower
will never know it, and why Par is more than a golf term and why
it can save people a lot of money on their next home financing
transaction.
Give your employees the chance for a "Money Mulligan". Help your
employees hang on to an extra $1,293,439. This is a 1 hour class
offered live and online, hosted by Bob Pessemier, AFC, AAMS, CFE
(Certified Financial Educator) and President of Money Metrics.
Please call for more information about how to bring this class to
your employees.
It's 100% education.
Continuing Education Classes
We also teach Continuing Education classes
for industry professionals. Our course is approved or accepted
by:
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CFP (Certified
Financial Planner) Board of Standards.
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WA and OR State Office of the Insurance
Commissioner
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WA State Real
Estate Services Division
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Washington State
Bar Association
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WA State Board of Accountancy
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HRCI (Human Resource
Certification Institute)
HR
Professionals
If you
are an HR Professional and would like to learn more about
Workplace Financial Education we offer our class, HR and Workplace
Financial Education - Why and How.
It is
offered live or online and is approved for 1 recertification
credit hour toward PHR, SPHR and GPHR recertification through the
Human Resource Certification Institute (HRCI).
Please
call Bob Pessemier at 425.373.4045 for more information, or send
an email
here.
Get organized, get control, and get
moving NOW!
Start keeping more of your money TODAY.
Call 425-373-4045 or email
info@money-metrics.com.
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