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Financial Wellness

You don’t have to be a Sun Devil to be taught by an ASU professor.

Education Comes First. That's What We Believe In. 

We’re making it easier than ever to educate everyone on the importance of financial wellness, money management, and retirement planning.

Financial Wellness Workshops

Jacob and his team teach and facilitate financial wellness workshops for companies of all sizes, from Fortune 500 companies to independent family-owned businesses.

Don't hesitate to get in touch with our team if you or your company are interested in our financial wellness programs. 

We are excited to learn about your company and design a program that meets your workplace needs.

Below are a few workshops Jacob Gold and his team teach.

Foundations of Financial Wellness

Personal Finance Basics

Evaluating Your Investments

Make the Most of Social Security

On the Move

Estate Planning

Foundations of Financial Wellness

This workshop covers information to help attendees understand the principles of financial wellness while presenting on a variety of finance topics including goal setting, protection, spending and saving, and retirement planning. Attendees also learn helpful tips on maximizing possible employer benefits and accessing resources to help them on their journey to financial well-being.

Personal Finance Basics

Manage Your Money Well

This introductory workshop discusses the basics of personal finance, including how to set up a budget, where to keep your money, how to handle debt, when investing makes sense and what tools and resources can be of help.

Evaluating Your Investments

Beyond the basics

This workshop moves beyond investment basics to evaluate investments using various portfolio analysis tools and resources. Topics include an in-depth look at asset allocation, including sub asset classes and relative risk and return. Attendees will learn various techniques and best practices that can help them create a sound and appropriate investment strategy for their personal retirement goals.

Make the Most of Social Security

Using your core retirement benefit

This workshop moves beyond investment basics to evaluate investments using various portfolio analysis tools and resources. Topics include an in-depth look at asset allocation, including sub asset classes and relative risk and return. Attendees will learn various techniques and best practices that can help them create a sound and appropriate investment strategy for their personal retirement goals.

On the Move

Keep your retirement account working for you

For many, the workplace retirement plan represents a good portion of their retirement savings. This in-depth workshop will help attendees understand the pros and cons of available distribution options and potential tax implications and penalties.

Estate Planning

Protecting tomorrow today

When we talk about estate planning, we often run into this kind of thinking. Think estate planning is only for the rich? Or for married couples or for older people? Not so. An “estate” is just a fancy word for the stuff that you own. What’s important to consider is ….what do you want to do with it? And how do you want to protect those you leave behind?

Health and Wellness Series: Whole Person Well-being

Arizona State University Alliance for Health Care and Mayo Clinic joined forces to create a comprehensive health and wellness program. ASU is ranked No. 1 in innovation and Mayo Clinic is the No. 1 hospital in the U.S.* The health and wellness program uses evidence-based content from Mayo Clinic, one of the world’s leading experts in medical education, research and practice.

ASU and Mayo Clinic designed these health classes for anyone interested in the benefits of enhanced well-being. From managing stress to building resilience, you’ll learn how to make healthier choices and become the best version of yourself.

Chairman and Chief Investment Officer, Jacob Gold, CFP® is extremely proud to be an instructor and contributor to such a groundbreaking holistic wellness program. His involvement in the program shows the vital role that financial wellness has on an individual's mental and physical well-being.


*U.S. News & World Report 2019-2020
Neither the Mayo Clinic nor Arizona State University are affiliated with Cetera Advisor Networks, nor Jacob Gold & Associates. Jacob Gold is a professor for Arizona State University, an independent entity.