Daneene @ CBS
A consultative approach with innovative solutions
BUSINESS SOLUTIONS
Financial Literacy Workshops - Financial wellness for your staff! These complimentary workshops are an excellent addition to a well rounded benefits offering
Financial Literacy Workshops - Financial wellness for your staff! These complimentary workshops are an excellent addition to a well rounded benefits offering
Watch "2021 Workshops Complimentary Value - Add" on Streamable.
FOR INDIVIDUALS AND FAMILIES
Personal Finance Survey - My team and I are aiming to help families strengthen their Financial Literacy by providing everyday folks with a variety of tools that most of "Main Street" isn't aware of. Fill out this brief form to learn more!
Personal Finance Survey - My team and I are aiming to help families strengthen their Financial Literacy by providing everyday folks with a variety of tools that most of "Main Street" isn't aware of. Fill out this brief form to learn more!
Please click the link to complete this form.
Financial Strategy and Beyond / Synergy Financial
Financial Strategy and Beyond / Synergy Financial
"Self-serve" Life Insurance - If you must....but I (REALLY) do recommend you chat with a professional! I know one ;-)
"Self-serve" Life Insurance - If you must....but I (REALLY) do recommend you chat with a professional! I know one ;-)
LET'S CONNECT!
Schedule a Complimentary 30 Minute Consultation for Your Business
Schedule a Complimentary 30 Minute Consultation for Your Business
Schedule a time to meet, Zoom, or chat!
Schedule a time to meet, Zoom, or chat!
Welcome to my scheduling page. Please select a meeting type below.
Not ready to schedule a chat? No worries! Message me here and let me know how I can help you.
ARTICLES, MUSINGS, AND SUCH BELOW
My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network
My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network
How can workplaces effectively support mental health?
How can workplaces effectively support mental health?
Employee Retention Credit — Still The One (The Latest Update)
Employee Retention Credit — Still The One (The Latest Update)
What is WOTC Screening and How Can it Affect My Bottom Line
What is WOTC Screening and How Can it Affect My Bottom Line
The significance of financial wellness benefits for employees in a COVID-19 world | BenefitsPRO
The significance of financial wellness benefits for employees in a COVID-19 world | BenefitsPRO
3 reasons why financial wellness is even more important today and 3 actions employers can take to get started.
4 Ways To Shift Your Money Mindset From Scarcity To Abundance
4 Ways To Shift Your Money Mindset From Scarcity To Abundance
Facebook
Facebook
Instagram
Instagram
X
X
LinkedIn
LinkedIn