I had my 3rd individual session with Kim in July. We talked a little about my vacation in May and then started focusing on my dream of bringing Core Financial Wellness to the company.
I updated her on my steps for this dream:
- following the FPU program myself – in progress
- investigate whether FPU vs Core Financial Wellness would be a better program – will contact Lampo Group to discuss this
- present a Financial Wellness luncheon for interested employees – scheduled for sometime in September
I had also started putting together ideas of what I would present in the FW lunch and learn.
Next step is to put together a PowerPoint presentation of about 45 minutes for the lunch and learn. Once we set a specific date, HR will post sign up sheets and it will be publicized on the digital display boards.
Felt very energized after the session!
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