Understanding the Impact of Financial Stress
Did you know that nearly 2 out of 3 adults say money is now a significant source of stress[1]? 84% of organizations say offering financial wellness tools helps increase organization retention[2], and implementing financial wellness programs fosters a supportive and caring organization culture, which can enhance overall morale and loyalty[3]. Generationally, younger people are feeling more pressure than ever to achieve higher levels financial stability to feel successful[4], and now more than ever, people are feeling more prepared to face life’s major milestones when they have the right guidance[5].
[1] American Psychological Association, 2023
[2] Bank of America, 2022
[3] Omni, 2024
[4] Empower, Secret to Success, 2024
[5] New York Life, Wealth Watch Survey, 2024
Let’s Build Financially Healthy team members!
Are your employees financially healthy?
With a team of knowledgeable financial instructors, Money Management Educators provides organizations with no cost, on-site financial wellness workshops as a supplemental benefit.
If you are concerned that you do not have the resources or tools to provide the proper financial education that your teams’ need, do not worry we are here to help!
Meet Our Clients
The Facts
01
Source of stress
Nearly 2 out of 3 adults say money is now a significant source of stress
02
Impact on Women
93% of women report being stressed over money
03
Employer Support
97% of employers feel responsible for their employees' financial wellness
04
Employers Role
63% of employees believe employers have a role in their financial well-being
05
Lost Time
Financially stressed employees spend up to 3 hours a week dealing with money issues at work
06
Retention
84% of employers say offering financial wellness tools helps increase employee retention
07
Satisfaction
91% of employers see higher employee satisfaction when financial wellness resources are offered
08
Motivation
Financial wellness support reduces employee turnover rates by helping employees feel more secure and valued
09
Employee Value
Financial wellness support reduces employee turnover rates by helping employees feel more secure
10
Work Culture
Implementing financial wellness programs fosters a supportive and caring company culture, which can enhance overall morale and loyalty
Money Management Educators
At MME, we believe in the power of financial wellness to transform teams. Our no cost financial wellness workshops are designed to support employees, employers, and other organizations by reducing financial stress and boosting productivity. Let us help your organization thrive. Contact us today to learn more about our no cost workshops and how they can benefit your team. Money Management Educators (MME) is an education-only division of New York Life.
About Us
Itroducing Money In Management Educators
- Team of knowledgeable financial instructors.
- Financial stress can lead to declines in employee productivity.
- Specializes in providing no-cost, on-site financial wellness workshops.
In today’s fast-paced work environment, financial stress affects employees’ well-being and productivity. Financial wellness programs are vital employee benefits, offering support and education for managing personal finances. For employers, these programs promote a healthier, more focused workforce, increasing satisfaction and retention rates. Discover how financial wellness initiatives can transform your organization and benefit both employees and employers.
Why Choose Us
Ensuring Employee Financial Health
Source of stress
Nearly 2 out of 3 adults say money is now a significant source of stress
Impact on Women
93% of women report being stressed over money
Employer Support
97% of employers feel responsible for their employees' financial wellness
Our Process
Think Future Think Insurance
First Step
Get Quotation
Second Step
Fill the Application
Third Step
Get Insured & Covered
Our Team
Meet Our Professional Staff
Alan Houston
Company CEO
Damian Kings
Marketing
Natasha Park
Manager
Louis Thomson
Call Support
Andrew J. Bondar
- Senior Instructor
Andrew J. Bondar is a seasoned senior instructor, renowned for his expertise and passion for teaching. With years of experience in delivering comprehensive and engaging lessons, he excels at guiding students through complex concepts. Bondar’s commitment to fostering a positive learning environment has made him highly respected among both peers and learners.
- Address: 4366 Auburn Boulevard Sacramento, CA 95841
- Phone: 888-679-8689
- Fax: 916-483-0389
- Website: www.mmeonline.org
Chien K Yeh
- Senior Instructor
Chien K Yeh is an experienced senior instructor known for his deep knowledge and engaging teaching style. With a passion for education, he excels at breaking down complex subjects to help students grasp challenging concepts. Yeh’s dedication to fostering a supportive learning environment has earned him respect and recognition in his field.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.mmeonline.org
Gary Erickson
- Senior Instructor
Gary Erickson is a seasoned senior instructor known for his deep expertise and passion for teaching. With years of experience, he excels in delivering clear, engaging lessons that help students grasp complex topics. Erickson’s dedication to fostering a positive and supportive learning environment has made him a respected figure among both peers and students.
- Address: 600 N. North Court, Suite 115, Palatine, IL 60067
- Phone: 847-834-9012
David Lewis
- Instructor
David Lewis is an experienced instructor known for his clear and engaging teaching methods. He is committed to helping students understand challenging concepts and develop their skills. Lewis’s approachable style and dedication to education create a supportive learning environment that fosters student success.
Deborah Sato Wong
- Executive Director
Deborah Sato Wong is a highly accomplished Executive Director recognized for her strategic leadership and operational excellence. With a strong focus on innovation and organizational growth, she drives initiatives that align with the company’s mission and long-term goals. Wong’s ability to lead diverse teams and foster a culture of collaboration has been instrumental in achieving significant business advancements.
- Address: 2999 Douglas Blvd., Suite 300 Roseville, CA 95661
- Phone: 408-479-4292
- Website: www.mmeonline.org
FAQs
Frequently Asked Questions
With a team of knowledgeable financial instructors, Money Management Educators specializes in providing companies with no-cost, on-site financial wellness workshops as a supplemental employee benefit.
As a Educational Corporation our service is personal financial education only. These days every banker, stockbroker, insurance agent, and financial planner has some sort of canned “workshop” presentation touting the wonders of their products and services. These can end up being not much more than glorified sales pitches. Our Instructors utilize a hands-on workbook approach, completed by the participants, with extensive attendee interaction and participation, and no mention of specific products or companies.
Never! One of the primary advantages of utilizing an education-only corporation is eliminating the risk of a sales pitch. Our sessions are strictly educational and practical with no specific products or companies being mentioned, recommended, or endorsed.
Because MME is an organization supported primarily through dues paid by our nationwide network of volunteer instructors we are able to provide our workshops and Personal Education Sessions at no cost. Our instructors do an excellent job of providing our non-biased educational programs. As a result a consistent percentage of attendees, over time, will enlist the services of the presenter when in need of a financial services professional.
Our senior instructors and presenters are leaders in their fields and have been carefully selected from the most reputable financial institutions, law offices and accounting firms in the country. MME instructors must possess extensive financial knowledge as well as good communication and people skills.
This is true of virtually every company that uses our services. 401(k) provider seminars are informative and necessary, but usually limited by design to focus on the 401(k) plan. MME workshops, on the other hand, help attendees to orchestrate their complete personal money management while learning how their 401(k) and other company-sponsored plans fit into the overall landscape.
We recommend that you gather a few of your decision makers and we will gladly schedule a “pilot workshop” for you and your key people to evaluate. (You may want to invite a few key employees for their input as well.) It may also be possible to attend a session as our guest at a company in your area. For logistical reasons this is done on a limited basis, and only with the host company’s approval. Ask your MME instructor for more details.
Interest in all company-sponsored plans tends to increase after our workshops. This is most likely because employees hear from us, a disinterested third party, that the company programs are valuable, rather than hearing it from the employer or 401(k) provider whom they would expect to endorse their own plans.
MME’s personal education session is what sets us apart from other workshop providers. Each attendee is entitled to a one-hour, no-cost, personal education session with one of our volunteer instructors. Like our workshops, these sessions are educational only with no specific recommendations for specific financial products.
Subsequent to the personal education session employees in need of specific financial services, products, or recommendations may request them from the instructor in the context of his or her professional financial services practice.
No. MME is an education-only corporation supported entirely by our volunteer instructors. (Our instructors are full-time financial services professionals, as well as attorneys and CPAs, and as such, are affiliated with licensed Broker Dealers, law firms or CPA firms.)
Simply click the Our Team option on the above menu for the office nearest you. One of our instructors will be happy to meet with you. He or she can answer your questions, demonstrate our process, and work with you to design an education program tailored to your company’s specific needs and budget. If you are not near an existing MME office and want to find out more about MME, please contact our corporate headquarters.
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