Our 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 principals 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.
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
The Your Money & You Workshop Series is designed to educate and empower employees by profiting them the tools to make smart financial decisions. This 6 class workshop series is the vital training necessary to building financial confidence and responsibility. At the end of the series, employees will be better equipped to create and manage a budget, invest, own a home and plan for their (and their families’) financial futures.
Your Journey Starts Here
Every journey needs a roadmap. Learn practical and fun budgeting skills that will reshape your relationship with money and set you on the path to financial wellbeing.
Homeownership, Your Home Base
Owning your home is an investment in your lifestyle and financial stability. Learn the basics of buying, selling and financing, plus insights into the current market.
Making Your Money Work for You
Investing demystified. Learn how to assess where you are with money, clarify your values and invest for your future with purpose and confidence.
Defining Your Legacy
Estate and tax planning is more than just a will. Learn how to care for your loved ones and prepare for the eventual transfer of wealth.
Diversifying and Growing Your Wealth
Real estate can be more than just the roof over your head. Learn how investing in real estate can diversify your assets and create passive income for the future.
Protecting What You’ve Earned
Free your mind from worries about the “what-ifs” in life. Learn how to leverage life, disability and long-term care insurance to safeguard what you’ve earned.
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