Empowering Financial Literacy: ATB Wealth's Community Spotlight

_{This article is sponsored by ATB Wealth.}

In the latest episode of Community Spotlight brought to us by ATB Wealth, we’re introduced to two passionate women, Brittney Weatherill and Tina Stanley, who are dedicated to helping individuals and businesses make sense of their finances. Together, they shine a light on financial wellness and the importance of financial literacy.

Tina's journey into financial services is an inspiring one. Having worked as a personal trainer in the health industry, she transitioned into finance in 2007, driven by the desire to not only help others but also to better manage her own finances. "It’s a great way for me to learn for my own self," Tina shares. Her goal was simple: to take that knowledge back to her family and, in turn, share it with the community.

Brittney, on the other hand, has been immersed in the financial world since her teenage years. Growing up with entrepreneurial parents, she was drawn to the world of financial planning early on, taking her passion for the field and launching her career in 2013. She’s always been focused on helping others understand their finances, and this has continued with her work at ATB Wealth.

So, what exactly does ATB Wealth do? According to Brittney, ATB Wealth is all about providing tailored financial services to individuals and businesses. Whether you need help with financial planning, managing investments, or preparing for retirement, ATB Wealth is there to support you. "We get to know you and help you get set up with a plan that aligns with your goals," says Brittney.

A key focus for Brittney and Tina is giving back to the community, which is why they’re involved in various local events and programs. One of the initiatives they’re especially proud of is the Lunch and Learn program. Designed for businesses of all sizes, the program offers a chance for employees to get a better grasp of financial literacy while enjoying a meal. Some of the core topics covered in these sessions include:

• Road to Financial Wellbeing
• Essentials of Investing
• Key Retirement Risks & How to Overcome Them
• How to Choose Your Financial Planner

These sessions are tailored to address both basic and advanced financial concerns, allowing participants to leave with actionable insights.

"What we love about the Lunch and Learn is that it’s interactive," says Tina. "It’s not just a presentation. We want people to ask questions and feel comfortable learning at their own pace." The program encourages a relaxed environment where people can leave with tangible takeaways that will positively impact their financial lives.

What makes ATB Wealth's approach stand out is their commitment to making financial discussions more accessible. Financial literacy has long been a taboo subject, especially in households where money was never openly discussed. Brittney and Tina aim to change that by providing a safe space where individuals can ask questions without feeling judged. "We want people to know it’s okay not to know everything," says Brittney. "The key is just getting started."

The Lunch and Learn sessions are proving to be a hit, with businesses and employees alike seeing the value in taking the time to improve their financial literacy. With customized sessions and flexible topics, ATB Wealth’s initiative is helping to ensure that employees and business owners have the tools they need to succeed financially.

For Brittney and Tina, the real reward comes when they hear that one person left a session with newfound knowledge that they can apply in their daily lives. "If we can help one person make a small change, that’s what makes it all worthwhile," Tina shares.

To learn more about ATB Wealth's services, including their Lunch and Learn program, reach out via their website or connect with Brittney and Tina directly on LinkedIn. Financial wellness is within reach, and it’s just a conversation away.

If you’re interested in taking control of your financial future, don’t hesitate to get in touch. You might just walk away with more than a free lunch—you could gain a whole new perspective on managing your finances!