Pete the Planner® for the Workplace
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Pete the Planner®
Financial Wellness Programming for the Workplace
Your Money Line
Your Money Line is a financial helpline you can offer your employees at no cost to them. Boring, stale, technical learning has no place in financial wellness, yet the industry is filled with it. Our financial helpline is staffed with Financial Concierges who are trained in our signature style, with an additional dose of empathy. Your employees have financial questions. We have answers.
Your Money Line Dashboard
The Your Money Line Dashboard is a personalized, private account filled with e-learning video courses, articles, podcast episodes, and calculators, to help participants dive into their financial lives. Each Dashboard account is personalized by a brief introductory quiz that establishes where the participant is in their financial life. This information generates an automatic focus for each participant to work toward accomplishing. Each focus is also accompanied by a list of learning activities to support this goal.
As a veteran speaker, Pete brings the experience necessary to educate and motivate employees. But it’s Pete’s former career as a comedian that gives Pete’s keynote addresses their memorable impact. Attendees will be talking about Pete’s performance and insight for a long time after hearing him speak. And more importantly, they’ll make real changes to their financial futures in the process.
Financial Company Licensing
For large financial institutions, creating engaging content can be a difficult task. As a seasoned writer and a “man on the street”, Pete has his finger on the pulse of what people are most concerned about with their finances. Pete has the ability to deftly take a dense financial topic and turn it into a solution for what ails people’s financial lives. For this and many other reasons, licensing Pete the Planner® content is a simple and effective way to engage your audience.