Pete the Planner

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12710 Meeting House Rd Ste 200
Carmel, IN 46032
+1 (317) 708-3054
https://petetheplanner.com

Pete the Planner, based in Carmel, IN, is dedicated to guiding companies and individuals towards financial wellness through over 20 years of expertise in the field. With a blend of comedy and financial insight, Pete offers keynote speaking engagements, podcasts, and a range of resources aimed at redefining financial health.

In addition to educational courses for HR professionals, Pete the Planner provides an AI-powered tool called Your Money Line to help employees achieve healthier finances. The platform focuses on equipping organizations with the tools and knowledge to promote financial well-being among their teams.

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