The 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.

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.

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.

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

HR Coordinator, CareOregon

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.

A recent SHRM survey found 83% of HR professionals indicate personal financial challenges have a large impact or some impact on overall employee performance.

Money is the No. 1 cause of stress for 73% of Americans according to a survey by the American Psychological Association.

A recent Gallup poll says that not having enough money to retire is the nation’s biggest financial worry, concerning 2 of 3 Americans.

53% of workers have not calculated how much they will need for retirement, according to the Social Security Administration.

Financial education in the workplace is proven to increase morale and lower rates of absenteeism and turnover.

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.

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.

In 2012 just one-half of organizations (52%) offered financial education, down from 64% in 2009.

OFEN is a northwest non-profit organization dedicated to financial awareness, because we believe in the importance of financial literacy.

Meet the OFEN Team

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.

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.

Cecilia Case has wide-ranging interests and experiences, including working as an Electrical Engineer, User Experience Designer, and now as a Money Coach and Potter. She has spent most of her working life getting into and out of debt in a never-ending cycle. That is until she found a simple and dynamic budgeting method almost four years ago. She now shares her experience with others, to help them save money, pay down debt, and experience financial bliss!

Katherine VanZanten is an estate planning and tax attorney who has significant experience in estate planning, business and tax planning, charitable remainder trusts and establishing charitable organizations.  Katherine has an active estate planning practice helping clients and their families complete their estate planning goals.  She regularly advises fiduciaries on their duties with respect to trust and probate administration.

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

“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, Portland State University

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