About The Event
LEVERAGING YOUR CAREER TO BUILD FINANCIAL SECURITY
Presented by the ISBF Institute & The Financial Power Institute
Venue: Financial Power Institute, 2070 Sugarloaf Parkway, Suite 600, Lawrenceville, GA 30045
Delivery Options: Onsite or Live via Zoom
Languages Available: English, French, Spanish, and others as needed
Website: https://isbfinstitute.com
Phone: (678) 921-2121 | Email: info@finanpower.com
Tuition: $179 (includes workbook, planner, financial wellness guide, meals, and certificate)
WHY THIS SEMINAR? – THE ALARMING NEED
- 77% of employees say they feel stressed about their finances, affecting their productivity and health (PwC Employee Financial Wellness Survey).
- 59% of employees report being distracted at work due to financial worries.
- Only 24% of workers feel confident they’re on track for retirement.
- Financial stress is the #1 cause of absenteeism, anxiety, and employee disengagement in the workplace.
- Most employees rely solely on their salary without leveraging benefits, investing, or planning beyond the paycheck.
Conclusion: Employees need real-world strategies to turn their current income into long-term security and build wealth without needing a second job. This seminar is the starting point for workplace financial transformation.
PROGRAM OVERVIEW
Leveraging Your Career to Build Financial Security is a two-day transformational seminar tailored for working professionals who want to use their current career as a launchpad for achieving financial independence and security.
Participants will learn how to manage income wisely, take full advantage of benefits, budget efficiently, invest in assets, build credit, plan for retirement, and protect their financial future. The training follows the B.A.S.I.C. R.I.T.E.™ Framework and the Seven Systems of Wealth™—equipping every attendee with a practical action plan.
This program is ideal for organizations that want to improve retention, boost productivity, and support employee mental health through financial education.
BENEFITS OF ATTENDING
- Reduce financial stress and absenteeism
- Increase job satisfaction and engagement
- Learn to maximize workplace benefits and income
- Create a personalized financial security roadmap
- Improve personal credit, savings, and investment behavior
- Receive expert coaching from licensed financial educators
- Empower employees to build long-term wealth
TARGET AUDIENCE
- Corporate employees across all departments and levels
- Government workers and nonprofit staff
- Healthcare, education, logistics, retail, or tech professionals
- Human resource professionals seeking to improve staff wellness
- Employees preparing for retirement or long-term goals
LEARNING OUTCOMES
By the end of this seminar, participants will be able to:
- Create a working budget and automatic savings system
- Understand and apply all areas of the B.A.S.I.C. R.I.T.E.™ Financial Framework
- Build a financial plan from paycheck to retirement
- Improve credit scores and manage debt
- Learn tax-saving strategies for working individuals
- Select proper insurance coverage for income and asset protection
- Create a legacy plan that includes estate and retirement
- Access continuing coaching through monthly financial power sessions
PREREQUISITES
- Must be currently employed
- Open to all income levels and roles
- Desire to take control of one’s financial future
PARTICIPANT GUIDE INCLUDES
- Employee Financial Power Workbook
- Sample Monthly Budget Tracker
- Financial Security Vision Planner
- Employer Benefits Maximization Checklist
- Credit and Debt Management Toolkit
- Lifetime access to digital follow-up resources
- Certificate of Completion
GUEST SPEAKERS & COACHES
- Coach Fidele Y. Grebele, MBA (Coach Greb) – Wealth & Legacy Strategist, Author of The Triumph of Audacity
- Coach Agnes A. Grebele – Insurance & Retirement Coach, Co-Founder of Financial Power Institute
- Carrie A. Grebele – Director of Client Services, ISBF & FinanPower
- Dr. Hetty Asiodu – Personal Growth Advocate and Women Empowerment Leader
- Financial Advisors, HR Consultants, and Workplace Benefits Specialists
PROGRAM SCHEDULE
DAY 1: FROM INCOME TO IMPACT – BUILDING THE FOUNDATION
9:00 AM – 9:30 AM — Welcome, Prayer, Icebreaker & Intentions
9:30 AM – 10:30 AM — Session 1: Breaking the Paycheck-to-Paycheck Cycle
- Learn how most Americans are trapped in income-dependence
- Understand the power of systems, automation, and cash flow planning
10:30 AM – 11:30 AM — Session 2: Budgeting & Saving with Purpose (B, A, S of BASIC RITE)
- Hands-on budgeting exercise
- How to set emergency savings goals and debt reduction systems
11:30 AM – 12:30 PM — Session 3: Credit & Debt Power
- How your credit works
- Smart credit-building strategies
- Debt freedom methods and snowball plan
12:30 PM – 1:30 PM — Lunch and Networking Break
1:30 PM – 2:30 PM — Session 4: Workplace Wealth – Benefits, 401k, HSA, Roth, and More
- Learn how to optimize employer-sponsored plans
- Tax savings through healthcare and retirement plans
2:30 PM – 3:30 PM — Session 5: Investing Basics for Employees
- Intro to stocks, mutual funds, and index investing
- Starting with $50/month – no excuses!
3:30 PM – 4:30 PM — Session 6: Wealth Systems & Your Monthly Blueprint
- Design your own 7-System Wealth Plan
- Build in security, multiplication, and distribution
DAY 2: PROTECT, MULTIPLY & LEAVE A LEGACY
9:00 AM – 10:00 AM — Session 7: Insurance & Risk Management
- What every employee needs: Life, disability, liability, and renter’s/homeowner’s insurance
- How to insure your income
10:00 AM – 11:00 AM — Session 8: Retirement & Estate Planning
- Building toward retirement with small steps
- How to write a will, build a trust, and create generational wealth
11:00 AM – 12:00 PM — Session 9: The Financial Power Marriage & Family Meeting
- How to lead your spouse, kids, or parents in financial unity
- Developing a financial communication rhythm
12:00 PM – 1:00 PM — Lunch Break
1:00 PM – 2:00 PM — Session 10: Tax Power for Employees
- How to reduce your tax liability and use deductions wisely
- Tax tools and organizing methods
2:00 PM – 3:00 PM — Session 11: From Career to Calling – Aligning Purpose and Profit
- Learn to use your career as a platform
- Entrepreneurial side income ideas for employees
3:00 PM – 4:00 PM — Session 12: Your Power Plan – Final Blueprint & Graduation Ceremony
- Review and Commit to Your 90-Day Financial Power Plan
- Certificate presentation & celebration
FOLLOW-UP SOLUTION: MONTHLY FINANCIAL POWER CONTINUATION COACHING
Graduates of the seminar are automatically enrolled in:
- Monthly group coaching sessions (live & recorded)
- Access to Financial Power Coaches for one-on-one sessions
- Monthly workbook downloads and guided action plans
- Guest expert webinars (real estate, investing, credit, legal, etc.)
- Ongoing accountability and tracking through the ISBF Client Portal
REGISTRATION INFORMATION
Group discounts and corporate packages available upon request
Website: https://Isbfinstitute.com
Phone: (678) 921-2121
Email: info@finanpower.com
Location
Valencia St San Francisco, CA 900 United States
Our Speakers
