Financial education in the workplace is proven to increase morale and lower rates of absenteeism and turnover. According to an award-winning study, cited by the Federal Reserve Bank of Minneapolis, company profits increased by $450 annually for each employee who even slightly improved his or her financial behaviors.

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Financial education in the workplace increases morale

We cater to Human Resources professionals, providing a high-quality, plug-and-play educational series which is a valuable, personal financial employee benefit. Effective financial education can help your employees make sound financial decisions, which will alleviate stress and help them be more productive in the workplace. Decoupling financial advice from financial products is important to us, so we are careful not to endorse any particular products or services.
“The number one problem in today’s generation and economy is the lack of financial literacy.” —Alan Greenspan
O ur mission is to reduce the financial stress of your workforce through effective financial education. Our classes will help your employees develop sound financial strategies that, in the end will help them prepare for a successful financial future, as well as alleviate stress and help them be more productive on the job. It is our sincere hope that we will be able to add value that will enable you to provide even greater benefits to your employees. Because individual education of sound financial principles is our sole purpose, our workshops are not sales events, we do not endorse, nor do we mention any specific products or companies in our workshops.

 

T he Oregon Financial Education Network is a non-profit organization comprised of experienced financial services professionals who donate their time speaking and counseling. Our mission is to reduce the financial stress of your workforce through effective education.

The speakers for OFEN have substantial knowledge, strong communication skills and a common goal of delivering the best educational classes possible. In partnership with employer groups, we believe that what we do makes a difference. Our classes will help your employees develop sound financial strategies that, in the end, will help them prepare for a successful financial future, as well as alleviate stress and help them be more productive on the job.
Harlan Mayer, Principal Broker, is a Portland real estate expert, specializing in residential, commercial and investment properties. He is a Certified Residential Specialist (CRS), a Certified Negotiation Expert and applies his 12 years of varied experience representing buyers and sellers of real estate and aiding investors with long-term portfolio management strategies. Outside of work, he is a devoted dad, writes and performs music (from folk to electronica) and is an avid reader of philosophy and human psychology.
Clinton Bell, CPA, CLU, is a financial advisor and native Texan dedicated to helping individuals, families, and businesses build and protect their financial futures. He credits his accounting background and strong desire to help people achieve their dreams for the success he realizes with his clients. Clinton loves to golf, mountain bike and attend Trailblazers games when he’s not cooking or spending time with his wife Shannon and three children.
Julee Felsman (NMLS & OR #120831, WA MLO-120831), Sr. Loan Consultant, places education at the heart of her practice as a residential loan officer. Since 1994, she’s helped thousands of clients, from first-time homebuyers to seasoned real estate investors, navigate the mortgage process and make sound financial decisions. Away from work, she takes an active role in managing her own portfolio of investment real estate, enjoys exploring the Northwest, riding motorcycles and rooting for the Timbers.
1 A recent SHRM survey found 83% of HR professionals indicate personal financial challenges have a large impact or some impact on overall employee performance.
2 Financial education in the workplace is proven to increase morale and lower rates of absenteeism and turnover.
3 In 2012 just one-half of organizations (52%) offered financial education, down from 64% in 2009.
4 Money is the No. 1 cause of stress for 73% of Americans according to a survey by the American Psychological Association.
5 53% of workers have not calculated how much they will need for retirement, according to the Social Security Administration.
6 63% of Americans acknowledge they don’t save enough, and 36% say they spend more than they can afford, and have felt their financial situation was out of control.
7 A recent Gallup poll says that not having enough money to retire is the nation's biggest financial worry, concerning 2 of 3 Americans.
8 More than 40% of American households have less than $1,000 in liquid, non-retirement savings accounts according to Census Bureau data, leaving them incredibly vulnerable financially.
9 OFEN is a northwest non-profit organization dedicated to financial awareness, because we believe in the importance of financial literacy.

 

T he Fiscal Fitness Workshop Series is designed to educate and empower employees by providing them the tools to make smart financial decisions. OFEN workshops are not sales events, do not endorse products or mention any specific companies in our workshops. They contain the vital training necessary to build fiscal confidence and responsibility. The six classes focus on:
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FISCAL FITNESS 101
Building a solid financial future through the process of proper financial planning, including overcoming financial roadblocks, cultivating daily habits, and creating a financial blueprint.
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HOME OWNERSHIP & FINANCING
Walking you through the home buying and selling process, including a run-down on today's real estate market and where the high and low markets are headed.
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ESTATE PLANNING
Designed to "free your mind from the what-ifs of life," this workshop involves planning and preparing for the management and eventual transfer of wealth.
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LONG TERM CARE PLANNING
Planning and preparing for the potential that you or a loved one may need long term care is an essential step to achieving peace of mind and gaining financial freedom.
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REAL ESTATE INVESTING
Look at the various types of real estate investments, financing options, short sale and foreclosure opportunities as well as the future of the market in the Northwest.
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PASSPORT TO RETIREMENT
Plan a first-class retirement through proper investment planning, including assessment of investment portfolios, measuring risk and the creation of an action plan for success.

 

What people are saying:

In my years of working in HR, I have never come across a more instructive and helpful series of financial workshops. OFEN has provided our employees with a wealth of information on what can be very challenging topics – all delivered with a spirit of passion and humor.
—CLAUDIA LASHLEY, PHR | CareOregon HR Coordinator

OFEN has provided several of their programs at PSU over the last 2 months. These programs have been very well received, the feedback from attendees has all been positive. The classes have been completely full for the majority of topics and I have had several inquiries from different staff members asking when we will provide these classes again. The presenters are dynamic subject matter experts, that engage their audience. There is no hard sell for follow up information. These are very much value added programs.
— KERRY GILBRETH | Assoc. Dir. for HR, Benefits, Leaves and HR Reception at Portland State University

Our speakers have presented to:
Portland State University
CareOregon
United States Army
Bonneville Power Administration
Fred Meyer
Opsis Architecture
HDR Engineering
Kaiser Permanente
Leatherman Tool Group
Microchip Technology
Synopsys
Oregon State Bar
Cascade Corporation
Triquint Semconductor Inc.
Multnomah County Libraries
URS Corporation
Veteran’s Administration
Lewis and Clark College

 

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© 2015 Oregon Financial Education Network • 503-836-7922 • info@fiscalworkshops.com