Alice Whinnery Email & Phone Number

After hearing thousands of college-related horror stories, Alice Whinnery, CEO of the LFE Institute and former CPA with PwC, recently collaborated with leading academic and financial advisors, and curriculum design specialists to develop BrighterU's newest initiative, the 'College Minute,' a one-of-a-kind solution to today’s significant college-related financial challenges. BrighterU is helping financial professionals attract and engage a new generation of clients. See this quick video: https://app.lfe-bu.com/wealth. BrighterU is specifically designed to help families quickly learn specific strategies they won't find on other college sites: Essential questions every student – and parent – needs to ask, the latest traps to avoid, fast-track alternatives to consider, helpful resources to explore, and money-saving strategies that millions fail to use. The ultimate goal of BrighterU is to prepare parents and grandparents to work with financial, tax, or retirement advisors to integrate the high cost of college with retirement and other long-term financial goals. Group discounts and marketing support are available for employers, as well as Advisory, CPA, Financial Wellness, Employee Benefit, and FinTech firms. Prior Achievements: Alice Whinnery is an author of 3 consumer finance e-books, the editor of the weekly ‘Money Minute!’ publication for nine years, taught effective marketing strategies to major CPA firms, was a national speaker at Employee Benefit and CPA Conferences, and also created the Wells Fargo’s high school curriculum. She developed a comprehensive consumer finance educational program for bank, credit union, and financial personnel called ‘Smart Money Certification’ (SMC), while completing a 7-year Department of Defense (DOD) contract to educate military personnel throughout the U.S. and Japan on personal finances.

Listed skills include Training, Coaching, Public Speaking, Employee Benefits, and 46 others.