It Pays to be a Hero

Sapers & Wallack’s Financial Wellness Programs empower employers to close the financial literacy gap by giving employees the tools they need to better achieve their financial goals. This program helps employees pursue ambitious goals with greater confidence, enhancing workplace efficiency and morale. For employers, it’s not just an investment in their workforce’s well-being but also a powerful benefit for attracting and retaining top talent.

When the gap to financial literacy is bridged, everyone wins!

Our Commitment

We will give you our very best to make your financial wellness program a success and help you reach the objectives you’ve set. 

What You Can Expect From Our Educators

  • Virtual and phone consultations with a member of our team, in order to put together the best program for your work force.
  • Prompt, professional replies to your online inquiries, phone calls and email messages.
  • A customized program delivered professionally to achieve your workforce goals.
  • Regular meetings with our team to address requests and ensure program goals are met.

Available Topics

Here’s a sample of our presentation topics. Contact us for our full menu of workshop topics for the current year.

Join us for an insightful presentation on financial strategies from budgeting basics to understanding investments.

Join us for Budgeting 101, a session on mastering budgeting. This presentation simplifies complex concepts into practical steps, empowering you to take control of your financial future.

Join our webinar to explore different types of debt and effective payoff strategies to help you get back on track quickly.

Join us to explore why investing in a 401(k)—whether you’re just starting out or nearing retirement—can help secure your future and build wealth today.

Join us for this session about investing which involves more than just knowing its importance—it’s about recognizing what makes a good investment.

Fee Schedule

Virtual Presentations

  • Scheduled  Half Hour Presentation  –   $995
  • Scheduled 1 Hour Presentation  –  $1,495

On-Site Education

  • Per Travel Day (up to 4 hours of live engagements)[Travel, Lodging and Meals included in Price]   –  $2,995

Recording Of Virtual Presentations

  • Electronically Delivered  –  $95
  • Branded Video-Resource-Library  –  $145

Pre-Recorded Video Presentations

  • Per Video  –  $245 (Edited, Co-branded, and Electronically Delivered)

Online Financial Education Portal

  • Pricing Varies. Contact us for an estimate

For information on packaged deals, contact us below!

Let’s Build Your New Employee Benefit – Financial Wellness

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    Learning Center

    From financial calculators, useful links, important articles, and interesting podcasts—check out our latest or archived resources here.

    About Us

    Trusted to manage the financial well-being of your business and family.

    Contact Us

    Every business and each family have different financial needs. However, there is a unifying goal for most of us: we want financial security.