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Clients We've Worked With:

Portland State University

United States Army
Bonneville Power Administration

Fred Meyer

Opsis Architecture

HDR Engineering

Kaiser Permanente

Leatherman Tool Group

Microchip Technology Synopsys
Oregon State Bar
Cascade Corporation

Triquint Semiconductor Inc.

Multnomah County Libraries

URS Corporation

Veteran’s Administration

Lewis And Clark College

Our Mission

The Oregon Financial Education Network is an Oregon 501(c3) Non-Profit and speaker's bureau that consists of experienced financial professionals who donate their time to speaking and counseling, providing a series of classes that taken together provide equal personal financial wellness. Our financial professionals come from a variety of industries, and have committed to share their wealth-building knowledge and strategies, free from their corporate identity, products and brand. 

"In my years of working in HR, I have never come across a more instructive an helpful series of financial workshops. OFEN has provided our employees with a wealth of information on what can be very challenging topics-

all delivered with a spirit of passion and humor."

Claudia Lashley, PHR

CareOregon HR Coordinator

We present a  4 - 6 class collegiate-level, plug and play educational series and work with  Human Resource Benefit Managers. We consider the guidelines of SHRM for financial education and are committed to being quality partners that add value and security to your employees and organization. 

Reduce the financial stress and increase the financial awareness of your workforce through effective financial education - that is not linked to products or services.

"The number one problem in today's generation and economy is the lack of financial literacy."

- Alan Greenspan


The Fiscal Fitness Workshop Series is designed to educate and empower employees by providing them the tools to make smart financial decisions. This workshop is focused on the vital personal financial knowledge necessary to build personal fiscal confidence and responsibility.


Our 6 Core Classes make up the 6 Financial Focus Points

for Personal Financial Wellness

Fiscal Fitness 101

Building a solid financial future through the process of proper financial planning, including overcoming financial roadblocks, cultivating daily habits, and creating a financial blueprint.

Passport to Retirement

Plan a first-class retirement through proper investment planning, including assessment of investment portfolios, measuring risk and the creation of an action plan for success.

Home Ownership & Financing

Walking you through the home buying and selling process, including a run-down on today's real estate market and where the high and low markets are headed.

Real Estate Investing

Look at the various types of real estate investments, financing options, short sale and foreclosure opportunities, as well as the future of the market in the Northwest.

Estate Planning

Designed to free your mind from the "What-ifs" of life, this workshop involves planning and preparing for the management and eventual transfer of wealth.

Long Term Care Planning

Planning and preparing for the potential that you or a loved one may need long term care is an essential step to achieving peace of mind and gaining financial freedom. 

We have other classes available and we can most likely customize the schedule and content to meet your needs. Custom classes for tailored to your organization can also be discussed. 

In addition, we recommend combining our financial wellness classes with your physical health and wellness classes for an enhanced and combined wellness employee benefit.

Expectations: Each participating senior is responsible for:
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