MONEYSmarts™ Academy


Office number: 410-692-9000
Toll free number: 877-737-5269


MONEYSmarts™ Academy

Customized, high-impact and high-value employee financial education programs for corporations, educational institutions and non-profit organizations. Phil Dyer, CFPTM, RLPTM is the CFE (Chief Financial Educator) for Dyer Financial Advisory and has presented more than 525 financial education programs over the past 14 years. Numerous studies have shown that employee financial education programs have a positive impact on employee morale, employee retention and participation in retirement plans.


Programs are designed to meet the specific needs of each organization and can include general sessions, executive planning benefits and one-on-one financial counseling. Call for your customized proposal today!

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