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Financial Wellness Workshops for
Your Team

Because money stress doesn’t stay at home—it walks through your door every day.

When employees are distracted by financial problems, they don’t just suffer quietly.

  • They miss more work.

  • They struggle to focus.

  • And eventually, they leave.

 

That’s costing you—whether you see it on paper or not.

 

At Prosperity Bridges, we offer free, high-impact financial wellness workshops designed to help your team build real confidence with money.

 

We keep it simple, practical, and relevant to their real lives—so they walk away with tools they can use immediately.

What's Included

Each session is 30–60 minutes and tailored to your team’s needs.


We keep it straightforward, with time for real questions and real answers.

 

Topics can include:

 

  • How to manage money when life is expensive

  • Rethinking retirement beyond just a 401(k)

  • What no one tells you about taxes, income, and timing

  • Building family security and financial legacy

 

Your team leaves feeling more equipped—not overwhelmed.

Workshops are available virtually or in-person (Central Arizona and Central Florida only)

Meeting

Why It Works

Employees want help—but most don’t know who to ask.
 

When you bring expert financial guidance into the workplace, you do more than reduce stress.
 

You strengthen loyalty, boost productivity, and build a culture people want to stay in.

Ideal for  

  • Small to mid-sized businesses

  • Nonprofits, and schools

  • Team leaders who care about retention and culture

 

If your people are your greatest asset, this is one of the easiest ways to invest in them.

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Ji Khalsa
Your Family CFO

Fiduciary financial advisor helping everyday people protect what they’ve built, grow it with purpose, and retire with confidence—no account minimums, no consultation fees.

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Jeannie Pond, MSIO
Family Protection Strategist

Life insurance and retirement income specialist helping everyday people safeguard their future and create dependable income for the years ahead.

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Email: hello@prosperitybridges.com
Cell: 928-978-3440

Because when it comes to your family’s future—hope is not a strategy.

© 2022-2025 by Prosperity Bridges Financial. All rights reserved

Disclosure
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Acrylic® Financial, Inc. (“RIA Firm”) is a registered investment adviser located in Fountain Hills, AZ . Acrylic® Financial, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Acrylic® Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Acrylic® Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Acrylic® Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Acrylic® Financial, Inc., please contact the state securities regulators for those states in which Acrylic® Financial, Inc. maintains a registration filing. A copy of Acrylic® Financial, Inc.’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Acrylic® Financial, Inc. upon written request. Acrylic® Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Acrylic® Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Brokers Alliance, Inc. and individually licensed and appointed insurance agents.

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