by 
Sara Bashiri
T3 2023 was a remarkable success. In case you were unable to make it to our panel ‘Bridging the Persistent Gender Gap in Financial Services.’ Below is the video link to a recording where you can watch our panel from the conference. Financial Fitness Group’s Board Member Tricia Rothschild moderated a well-rounded panel of industry […]
by Sara Bashiri
The United States has more than 4,800 credit unions with total assets amounting to $2.14 trillion. Meanwhile, nearly 88,000 credit unions have served more than 393 million members worldwide as of 2021. With such numbers, operating credit unions is no longer a small-scale cooperative venture. Decision-makers must adequately plan and strategize to guide their organizations […]
by Sara Bashiri
The times are changing! It’s no secret that Gen Z is the generation of change—they were born into a rapidly evolving world. Gen Z women are setting themselves up for success by learning about finance and why it’s so essential in life. This generation proudly prioritizes financial literacy and is three times more likely to take […]
by Sara Bashiri
We are excited to participate as a Gold Sponsor and Exhibitor at the T3 Technology Tools for Today conference from 3/12-3/15. Financial Fitness Group’s CEO, Patrick Quirk, will be joining a well-rounded panel of industry thought leaders that include Suzzane Siracuse, CEO of Suzanne Siracuse Consulting and Savvy Ladies Board Member, Cheryl Nash, CEO of Financial […]
by Sara Bashiri
The Securities and Exchange Commission is enforcing a recently adopted set of rules that cover investment adviser marketing (the IA rule). Regarding the “marketing rule,” (§ 275.206(4)-1), Financial Fitness Group has made specific updates to our existing Financial Communication library, which includes 18 presentations and 200 individual images, to comply with the new requirements. In […]
by Sara Bashiri
The Secure 2.0 Act of 2022, passed late last year, has necessitated a new round of reviews of our content library. The law builds on the first Secure Act, which was passed a few years ago. Both laws are designed to make significant changes to retirement plans, such as promoting more saving and improving retirement […]
by Sara Bashiri
We’re ringing in the new year with a new achievement! Financial Fitness Group is honored to be selected by Shortlister as a Top Vendor for Q1 2023 for the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Thank you to Shortlister for recognizing us and our fantastic team and clients who helped us achieve this!
by Sara Bashiri
Who said inflation didn’t have any perks! This is one of them: according to the IRS, you can now sock away a much larger amount of money to your retirement plan. Whether you have a 401k, an IRA, or another plan, the IRS’s cost-of-living adjustments resulted in noticeably higher contribution limits for 2023. Inflation is […]
NEW YORK, NY – October 25, 2022 – Savvy Ladies, a nationally recognized non-profit organization championing financial literacy and supporting free financial education for women, is launching the Savvy LadiesⓇ Financial Knowledge Program. This new educational program of free financial courses is in partnership with the Financial Fitness Group, developers of industry-leading interactive financial wellness […]
Financial education can make a huge difference in everyone’s lives. Numerous studies show financial literacy can help people manage their money more effectively and thereby help them maintain an improved standard of living. The FINRA Investor Education Foundation and the National Endowment for Financial Education recently scrutinized more than 76 research experiments on the benefits […]
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