Best Providers

The LFE Institute has been focused on unbiased Workplace Financial Literacy for over two decades. LFE's unique "Managing Your Money!" workshop has helped over 500,000 employees stretch their paychecks, reduce their debts, ease family conflicts over money, avoid costly financial traps and pitfalls, and find an average of $4,000 - $7,000 extra each year – all using LFE’s unique alternative to budgeting!

NEW - To complement its workshops, LFE provides a weekly online educational series called the Money Minute!In just minutes each week, employees will learn how to avoid foreclosures, garnishments, and costly financial mistakes. They will also learn how to save money when they take vacations, pay for college, purchase insurance, minimize debts, avoid identity theft, buy or sell a car or home, reduce healthcare costs, work with credit counselors, avoid the latest scams, select the best mortgage, save for retirement, make eldercare decisions, plan a wedding, and many other timely decisions throughout the year. This publication is only available through employers … and the cost is only $5.00 per employee/year!  

LFE’s interactive, skill-based “Investing for a Great Retirement!" workshop helps employees learn how to verbalize the basics of investing. This highly-effective learning methodology changes employee attitudes and behaviors toward saving for retirement, and provides " Safe Harbor " protection for employers under ERISA. Every LFE workshop includes six months of HotLine e-mail support to continue the learning process long after the class ends.

LFE's also provides a Directory of Approved Money Coach Providers for employers who seek unbiased Money Coaches to answer employees’ financial questions via e-mail throughout the year. These experienced Coaches have extensive tax, credit, healthcare, real estate, legal, investment, insurance, banking, retirement planning, accounting, travel, and mortgage backgrounds, but give no advice nor sell any financial products. This educational service not only provides additional Safe Harbor protection for employers under ERISA, but gives employees the “insider secrets,” the critical questions to ask, and the costly financial traps to avoid when working with any type of financial advisor. 

Contact:
Alice Whinnery, President
Telephone: 888-872-4611
E-mail: awhinnery@lfeinstitute.com

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