We believe in financial wellness for all

Our Story

Gary A Erickson began working as a financial planner in the late 1980s. In 2002, he had an opportunity to work with an estate planning firm specializing in assisting families with special needs.

Understanding and connecting with those families was easy, as Gary and his wife Mary raised a daughter, now 32 years old, with special needs. Gary was able to approach his role with true empathy and compassion. He knew how to guide people in the highly emotional process of navigating their needs.

Because of his passion for family, finance, and teaching, Gary joined Financial Wellness Workshops with Money Management Educators, a not-for-profit financial education organization. After 18 years of workshops and Personal Education Sessions, Gary remains the Regional Director for MME and continues to enjoy personally running workshops for employers nationwide.

What we do

Our experienced financial experts volunteer their time to teach with compassion. They listen to and share their knowledge with people of all ages and industries with the goal of empowering people to approach their finances with curiosity and to take charge of their future.

At Financial Wellness Workshops, we create customized financial wellness roadmaps that take into the account the needs of each client’s employees, so we can guarantee this is the right fit for your people.

You deserve confidence

You deserve to feel confident in the benefits you provide your employees, and they deserve to know you’re investing in their success.

Financial Wellness Workshops by MME offers a turn-key, cost free solution, and our only agenda is to enable your employees’ financial freedom.*

*Please note, we work exclusively with employees in the U.S.

A give first mentality

We believe in the importance of the knowledge we have to share, so we give first with no expectations in return. With Financial Wellness Workshops, you’ll never hear a sales pitch or wonder what the catch is - we come to educate, not pitch.

Though we maintain professions as financial planners, we don’t make money from the services we provide for employers.