Pete the Planner®

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Pete the Planner® for the Workplace

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Pete the Planner®
Financial Wellness Programming for the Workplace

Your Money Line

Keynote Speaking

Your Money Line Dashboard

Financial Company Licensing

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.

Get Your Money Line for Your Employees ›

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.

Get Your Money Line Dashboard for Your Employees ›

Keynote Speaking

 

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.

Hire Pete for Your Next Event ›

Financial Company Licensing

FinancialCompanyLicensing

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.

Learn More About Licensing Pete the Planner® content ›
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Pete the Planner®

9333 N Meridian St.
STE 104
Indianapolis, IN 46260

317-708-3054

info@petetheplanner.com

© 2021 Pete the Planner®