Financial Wellness Workshops for Employees

Financial stress affects focus, attendance, and productivity, and most employees were never taught how to manage money. These employee financial wellness workshops give your team practical, jargon-free education they can use right away. As a CPA and Finance Coach, I make each session interactive, engaging, and built around a simple framework: Clarity about where they stand, a Plan that fits their life, and Action they can take immediately.

Choose from three workshops covering the topics employees care about most: budgeting and money management, credit and debt, and investing and retirement planning. Offer each on its own or combine them into a financial wellness series, in person or virtually, as a lunch-and-learn, a benefits-season session, or part of your ongoing wellness program.

Help Your Team Feel Confident, Not Stressed, About Money

Workshop Offerings

1. Where Did My Money Go?

Build a Budget That Works for Your Real Life

Do your employees know where their paychecks go each month? This interactive budgeting workshop helps professionals take control of their money, with no complicated spreadsheets and no judgment.

This employee financial wellness workshop walks participants through building a realistic monthly budget that works with their own income and expenses. They’ll learn how to calculate their personal net worth, set short-term and long-term financial goals, and create a simple action plan for achieving those goals.

What Participants Learn

  • Create a monthly budget that fits their real life

  • Track spending and find where their money is going

  • Calculate net worth and understand their financial starting point

  • Set and prioritize financial goals

  • Build a simple plan they can follow without spending hours each month

Ideal For

Companies looking for a workplace budgeting class, money management training, or a financial literacy workshop as part of an employee benefits or wellness program. Available virtual or in person.

2. From Stressed to Secure

Build Better Credit and a Realistic Debt Payoff Plan

Financial stress follows employees to work. This practical credit and debt management workshop helps employees understand their credit, create a debt-payoff plan, and feel in control of their finances again.

The session demystifies how credit scores work, what lenders look at, and the habits that help or hurt credit. Participants learn how to compare debt payoff strategies, prioritize balances like credit cards, student loans, and car loans, and build a realistic repayment plan.

What Participants Learn

  • Understand and improve their credit score

  • Read a credit report and spot common errors

  • Choose a debt payoff strategy that fits their situation

  • Avoid common credit and debt traps

  • Build habits that support long-term financial health

Ideal For

HR leaders and benefits teams seeking financial education for employees, debt management training, or ways to reduce financial stress and its impact on focus, attendance, and productivity. Available virtual or in person.

3. Start Where You Are

Investing and Retirement Basics Made Simple

Many employees don’t use their retirement benefits, or invest at all, because finance feels intimidating or they worry they’ve waited too long. This beginner-friendly investing and retirement planning workshop meets them exactly where they are.

Participants learn investing basics in plain language, how to get the most from an employer-sponsored 401(k) or retirement plan, including employer match, and how insurance protects what they’re building. The session covers where to start, how much to save, and how to stay on track, whether they’re 25 or 55.

What Participants Learn

  • Understand how investing works, including stocks, bonds, and mutual funds

  • Maximize their 401(k), employer match, and other retirement benefits

  • Estimate how much they need to save for retirement

  • Understand the role of life, health, and disability insurance in a financial plan

  • Take the first step toward investing with confidence

Ideal For

Companies that want to increase retirement plan participation, offer retirement planning education, and strengthen their financial wellness program. Available virtual or in person.

Contact me to learn more