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Sneak Peek Webcast: Who Moved My Benefits? How To Successfully Deal With Major Benefits Changes

When: Tuesday, May 21, 2013 @ 10 am PST In an uncertain economy and significantly changing benefits landscape, employees have many questions about how they will be able to achieve retirement and other important life goals. Today, they must make [Read more...]

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Sneak Peek Webcast: Moving the Needle in Workplace Financial Wellness – Delivering Education that Changes Behavior

When: Weds, April 24, 2013 @ 10 am PST During this one-hour webcast, Liz Davidson, founder and CEO of Financial Finesse, and Diane Winland, CPA, CFP®, share the most current trends in successful employer financial wellness programs. They will share [Read more...]

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Sneak Peek Webcast: Current Trends in Workplace Financial Wellness

When: March 27, 2013 @ 1pm PST  During this one-hour webcast, Liz Davidson, founder and CEO of Financial Finesse, and Diane Winland, CPA  CFP®, share the most current trends in successful employer financial wellness programs, highlighting a case study of [Read more...]

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Sneak Peek: Best Practices in Financial Wellness – Designing and Implementing a Successful Program

When: February 25, 2013 @ 10:00 am – 11:00 am During this one-hour webcast, Liz Davidson, founder and CEO of Financial Finesse, and Diane Winland, CPA  CFP®, share a case study and best practices around delivering effective education that moves the [Read more...]

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2012 Pensions and Investments Eddy Award

Financial Finesse, in partnership with Nestle USA, Inc. awarded 2012 Pensions & Investments Eddy Award in the “Conversions” category.

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2012 Profit Sharing / 401(k) Council of America Signature Award – Education Programs

Financial Finesse awarded the Gold 2012 Profit Sharing/401(k) Council of America Signature Award in the “Education Programs” category.

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2012 Profit Sharing / 401(k) Council of America Signature Award – NFLPA

Financial Finesse, in partnership with NFL Players Association, awarded the Silver 2012 Profit Sharing/401(k) Council of America Signature Award in the “Preparation for Retirement” category.

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2012 Profit Sharing / 401(k) Council of America Signature Award – Aetna

Financial Finesse, in partnership with Aetna, Inc., awarded the Silver 2012 Profit Sharing/401(k) Council of America Signature Award in the “Financial Fitness” category.

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Financial Finesse named one of the Los Angeles Business Journal’s Best Places to Work, three years in a row in the Small Business category

Financial Finesse named one of the Los Angeles Business Journal’s Best Places to Work, three years in a row in the Small Business category.

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