Daneene @ CBS

Financial Literacy Workshops - Financial wellness for your staff! These complimentary workshops are an excellent addition to a well rounded benefits offering

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!

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 ;-)

Schedule a Complimentary 30 Minute Consultation for Your Business

Schedule a time to meet, Zoom, or chat!

My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network

How can workplaces effectively support mental health?

Employee Retention Credit — Still The One (The Latest Update)

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

4 Ways To Shift Your Money Mindset From Scarcity To Abundance