Trainings may be subject to trainer availability. Not all trainings may be delivered on-site. Please contact a MINES Account Manager for scheduling or questions.
Employee Development
Trainings to help support employee-related issues like communication and burnout.
Most of us dream of the day we can retire, but not many of us know whether we’ll have enough saved to retire in comfort when that day comes.
Objective: Attendees will calculate when they can retire with enough savings to sustain their lifestyle. To prepare, employees will be asked to estimate their expenses during retirement, their pension income, their social security earnings in retirement, and the balance in their 401(k) account prior to class. They should also bring a calculator to class.
During this training, you’ll learn 7 essential components of smart investing that can be applied during volatile periods and when the markets are stable. You will also learn how comprehensive advice can help you achieve your financial goals.
Objective: Attendees will learn strategies for smart investing in both stable and volatile market environments.
This course provides practical strategies for successfully buying a home in a competitive housing market. Participants will learn how to prepare financially, work with the right professionals, act quickly, and craft compelling offers that increase their chances of securing the right property.
Objective: By the end of this course, participants will be able to develop a clear home-buying strategy, make informed financial decisions, and create strong, attractive offers in a tough market.
Get the top tips on topics from saving money, boosting a credit score, avoiding money mistakes, negotiating with creditors, and managing money as a team, to buying a house, tax-smart investing, and increasing retirement plan contributions. Tailor the training for your employees and their needs by picking and choosing the topics that are most important to them.
Objective: Attendees will get the top ideas to ensure that they thrive financially.
No matter where you are in your career, the best time to start preparing for retirement is now. Take action to develop a retirement plan, prioritize savings and spending, and avoid future stress caused by life’s unexpected changes.
Objective: Attendees will learn important strategies around how to maximize their retirement investments in the twilight of their careers. Recommended time: 1 hour
Objective: Attendees will learn helpful tips on how you can avoid the common pitfalls of discussing financial issues.
Estate planning, wills, and trusts go hand-in-hand. This presentation covers the fundamentals of each topic. We will help you identify reasons for the importance of estate planning, identify assets to consider for estate planning, and define key estate planning tools (wills/trusts, and their differences).
Objective: Attendees will learn the process of estate planning and develop strategies for communicating about estate planning with older relatives and other family members.
Family law covers a multitude of circumstances. If you are dealing with a legal issue regarding family, join us and learn about how to proceed in accordance with your state laws.
Objective: Attendees will learn the basics of several family law topics including: Community property law, how courts handle disrupted custody cases, and how marital property is divided with divorces.
What does it mean to be financially fit? We will discuss why financial fitness is important to your health and provide tips on how to achieve balance in this arena.
Objective: Attendees will learn why being financially fit is just as important as being mentally and physically fit.
Objective: Attendees will learn money-saving tips on topics from mortgages to utilities, groceries to impulse purchases, and beyond. Attendees will also get tips on a variety of topics to be wiser consumers.
Are you feeling the pressure of saving for a home, paying down student loans, and saving for retirement? If so this three-part series is for you. We will start with how you can improve your credit score, create a budget, and use technology to save money, all the way up to more sophisticated strategies such as tax bracket management.
Objective: Attendees will learn generational-specific financial strategies.
During this class, you’ll learn ways to define a college savings goal, determine today’s cost, various payment options, unique scholarship ideas, tips for filling out FAFSA paperwork to lower your expected family contribution, and more. What you don’t know will either cost you or your children.
Objective: Attendees will learn strategies for planning and handling the college finance process with both a short and long-term focus.
Being in debt can be stressful, whether it’s a little or a lot. There are a variety of options available and it’s important to know the pros and cons of each alternative.
Objective: Attendees will learn to negotiate with creditors on their own and the pros and cons of debt settlement, credit counseling, and bankruptcy. They’ll also learn how to build credit and boost their credit score once they’re debt-free.
Money management is a life skill that all children need to thrive as adults. Good spending habits and a positive relationship with money have to be cultivated at home, though, because managing money is rarely taught at school. Parents have a great opportunity to instill responsible spending and money management habits within their children, but they don’t always know where to begin. We’ll discuss allowance, setting limits, tips to instill good money management habits, and making the most of your child’s best resource of all — you as a great role model.
Objective: Attendees will learn tools to help their child master his money.
Caregivers often need to provide their parents with help taking care of legal and financial matters such as making medical decisions and handling bills and budgets. Your new role as a caregiver can cause considerable stress and the feeling of being overwhelmed.
Objective: Attendees will learn about financial resources available to provide care to the elderly or disabled and learn which important conversations to have, ways to protect them from fraud, and other helpful tips to reduce financial stress.
This course teaches practical strategies to build and grow savings to prepare for unexpected expenses and financial emergencies. Participants will learn how to create realistic savings goals, automate deposits, and develop habits that strengthen financial resilience.
Objective: By the end of this course, learners will be able to implement a personal savings plan that increases emergency funds and reduces financial stress during unforeseen events.
Divorce can take its toll on your finances, emotions, physical health, family relationships, stress levels, and even work performance. Fortunately, there are workplace resources and steps you can take to remain financially strong and reduce your stress during a divorce.
Objective: Attendees will learn the steps to successfully navigate finances during this challenging time.
Objective: Attendees will be armed with tips to help them avoid getting ripped off and what to do if they become a victim.
This class highlights helpful information and key strategies people can use to reduce the chance of having their identity stolen. Topics for this class are: The I.D. theft crisis, I.D. theft protection, the need for I.D. theft assistance, and what to do if you are a victim.
Objective: Attendees will learn ID theft prevention essentials.
The class gives a good overview and provides a strong foundation for those that are interested in investing No matter what level of investor you are, this class will be enlightening and provide a great review.
Objective: Attendees will learn the fundamentals of investing such as compound interest, risk versus return, and diversification. We’ll also discuss investment options including stocks, bonds, mutual funds, real estate, and how to evaluate them.
Learn ways to ways to take control of your finances. During this training, you’ll learn ways to gain control over your financial situation, protect the people and things you love the most, and how to make informed financial decisions.
Objective: Attendees will learn important financial strategies and concepts specific to a female perspective.
In this class, we will discuss the key estate planning decisions people need to make for their future, describe the legal tools that assist older people and disabled family members when others must make decisions for them, the basics of identifying how and when to utilize various tools such as power of attorney.
Objective: Attendees will learn the essentials of planning and assisting their older or disabled relatives with estate planning and legal issues.
Working together as a team towards shared goals makes a huge impact. Learn how successful couples thrive in the world of finances as a team.
Objective: Attendees will learn tips for managing money as a team and the steps for mastering their finances.
Managing finances together can be a great way to synergize your financial situation by working together as a team towards shared goals, but it can get complicated.
Objective: Attendees will get ideas on how to merge finances to find the perfect solution to manage money as a team while taking into account some important considerations.
Are you feeling the pressure of saving for a home, paying down student loans, and saving for retirement? If so this three-part series is for you. We will start with how you can improve your credit score, create a budget, and use technology to save money, all the way up to more sophisticated strategies such as tax bracket management.
Objective: Attendees will learn “millennial” specific financial strategies.
There’s plenty to know when buying a home and it starts with boosting a credit score.
Objective: Attendees will learn the home-buying steps from increasing credit scores to estimating an affordable price range to choosing the best loan option.
Objective: Attendees will learn the essentials of preparing living wills, “advanced directives”, power of attorney, and how to communicate this with older relatives about related issues.
When employees are initially told that they will be downsized, it is difficult for them to know which financial moves they should make to prepare for the change. This workshop provides various tips to put the employee in the best possible financial situation. Helpful steps such as cutting expenses, prioritizing bills, considering insurance, researching community resources, and understanding payment options for outstanding loans give the employee some control over the situation. This kind of assistance can soften the impact and reduce the employee’s stress during a difficult time.
Objective: Attendees will learn the steps to take to prepare financially for a layoff.
Objective: Attendees who haven’t yet begun saving for retirement will get motivated to start, and those who already participate will get tips to increase their contributions. Attendees will learn about retirement plan programs, Individual Retirement Accounts (IRAs), and pensions.
Your credit score is a vital measurement of your financial situation and boosting that score is easier than you think. A higher score can save you thousands of dollars on your mortgage and car loans and it’ll also help you save on insurance premiums! Learn what appears in your credit report (you may be surprised at what doesn’t), how your credit score is calculated, and the steps to take to give your credit score a leg up.
Objective: Attendees will learn creative ways to increase their credit scores.
If you feel uncertain about the benefits you are eligible for under social security this class will teach you whether Social Security can provide the income you need when you retire, sources of retirement income beyond social security, and learn how to make the most of your benefits.
Objective: Attendees will become familiar with important retirement financial concepts.
This course introduces new graduates to the five essential financial milestones for a strong start to adult financial life, including creating a spending plan, managing student loans, using credit cards responsibly, beginning retirement savings, and knowing when to seek professional financial guidance.
Objective: By the end of this course, attendees will be able to apply practical strategies to manage debt, build healthy financial habits, and make informed decisions that support long-term financial well-being.
This presentation examines key financial behaviors and their impact on personal and household success. Participants will explore spending trends, financial health, and strategies to manage financial stress effectively.
Objective: By the end of this session, participants will be able to identify financial behaviors affecting well-being and apply strategies to improve household financial health.
When employees struggle to make ends meet, they can face overwhelming financial stress.
Objective: Attendees will learn how to take control of their finances and their stress by living within their means, paying down debt, reducing expenses, and saving for the future. They will be able to identify the warning signs of financial trouble, create a plan to get back on track, and avoid financial pitfalls that keep them in debt.
Are you uncertain of the impact your IRA will have on your taxes? This course will cover investment tax basics such as capital gains and tax rates. Specific taxes relating to investments (IRA’s, bonds, mutual funds and annuities) will also be discussed.
Objective: Attendees will be given strategies and 10 rules for tax-smart investing to help guide them through the investment maze.
This class gives financial tips to help you get ahead financially and thrive. Money-saving ideas and helpful hints will be provided, and a group exercise will demonstrate money management and ways to get ahead in a fun and interesting way.
Objective: Attendees will learn to create a great money management plan, take control of their finances, and work with creditors to get the best terms.
If you would like to find creative strategies to put more money in your pocket this is the class for you. Benefits enrollment isn’t just about health insurance. With the right guidance, your hidden paycheck benefits such as the company’s retirement plan, insurance coverage options, and health spending accounts, can serve as the foundation for a brilliant future.
Objective: Attendees will learn how they can get the most from the benefits provided by their employer.
Whether you have an unhealthy relationship with your money or you just want to make sure you’re doing all the right things, this class will help you to understand the basics of finances and learn what you need to know to thrive financially!
Objective: Attendees will learn to establish good credit, boost their credit score, pay off credit card debt, establish a team effort with their partner and family, take care of themselves financially, and maximize retirement savings.
The way that you manage your money can cost you thousands of extra dollars and you may not even realize it. Everyday financial mistakes such as skipping the fine print in credit card offers, not working together with your partner to manage money, and falling for financial scams not only cost money but they create stress as employees struggle to make ends meet.
Objective: Attendees will be able to recognize the common financial pitfalls of money management and take steps to avoid them.
