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Interactive, in-person financial wellness workshops built on the Train Your Money Performance Method. Designed to move teams from education to financial confidence and measurable behavior change through group exercises, real-world practice, and actionable tools they can apply immediately.
Led by industry experts and designed for measurable, sustainable impact across organizations of every size.
EVERY WORKSHOP INCLUDES
✓ Interactive group learning and real-world exercises
✓ Practical financial tools and templates
✓ Digital resource guides for every participant
✓ Comprehensive workshop options: 90-minute, half-day, full-day
✓ Space to include significant others and family members
✓ Post-session feedback and action planning
Designed to equip teams with skills, not just concepts. Every workshop is structured for engagement, participation, and measurable takeaways.
Employees today face ongoing financial stress that affects focus, productivity, and engagement. Workplaces that provide hands-on financial training see tangible improvements in both employee wellbeing and organizational performance.
Financial Footwork workshops go beyond information and foster real change through interactive learning, group exercises, and real-world practice that builds skills employees can apply immediately.
Financial Literacy Workshops and Training | Vault by Financial Footwork
Three delivery formats built to meet your team where they are. From targeted training sessions to full-day immersive experiences, every format is designed for engagement, participation, and measurable takeaways.
FOCUSED SESSION
An intensive, topic-specific session that delivers deep learning in a concise format. Ideal for team training days, targeted initiatives, or organizations introducing financial wellness programming for the first time.
✓ Team training days
✓ Targeted financial wellness initiatives
✓ First-time financial wellness programming
EXPANDED SESSION
Expanded content with interactive exercises, group activities, and facilitated practice that reinforces real understanding. More time for application, discussion, and deeper financial skill-building.
✓ Department-level financial wellness programming
✓ Organizations seeking deeper engagement
✓ Multi-topic financial education sessions
IMMERSIVE EXPERIENCE
Comprehensive financial education that includes extended discussion, breakout exercises, and strategic action planning. The most complete workshop experience for organizations committed to lasting financial behavior change.
✓ Leadership and executive teams
✓ Organizations building a full financial wellness culture
✓ Annual benefits or workforce development events
Not sure which format fits your team? Complete the workshop booking form below and we will help you decide.
Six immersive, structured workshop programs built on the Train Your Money Performance Method. Each experience is available in 90-minute, half-day, or full-day formats and can be customized to your workforce and organizational goals.
WORKSHOP 01
A structured workshop designed to help participants understand income, spending patterns, and cash flow management. Through guided exercises and practical tools, attendees build a system to optimize money management and support long-term financial growth.
WORKSHOP 02
A foundational workshop that introduces core investing principles, asset types, and risk management strategies. Through guided discussion and practical examples, participants gain clarity and confidence in building long-term wealth.
WORKSHOP 03
A practical workshop that breaks down retirement plans, healthcare options, and employer-sponsored benefits. Participants learn how to evaluate their total compensation and make informed decisions that maximize available resources.
WORKSHOP 04
An in-depth workshop designed to offer clarity into how personal credit works and why it impacts major financial decisions. Through guided discussion and practical tools, participants learn how to improve and protect their credit profile in real time.
WORKSHOP 05
A focused workshop that helps participants improve financial communication and shared decision-making. Attendees learn practical strategies to align goals, reduce conflict, and build stronger financial partnerships with the people who matter most.
WORKSHOP 06
This workshop helps participants understand how financial and physical wellbeing are connected. Attendees explore retirement plans, healthcare options, insurance benefits, and total compensation so they can make informed decisions and maximize employer-sponsored resources.
Looking for a custom workshop experience? We design bespoke financial wellness programs around your organization goals, audience, and preferred format. Tell us what you need.
book your workshopSelected by high-performance organizations nationwide to deliver performance-based financial systems that drive measurable behavior change and workforce impact.
We handle the details from start to finish. Your team shows up ready to engage and walks away with skills they can use immediately.
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We review your goals, audience, and preferred workshop length to design the right in-person experience. No commitment required for the consultation.
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Choose from our six immersive workshop experiences or build a customized session aligned with your specific workforce goals and organizational priorities.
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We facilitate a hands-on, in-person workshop built on the Train Your Money Performance Method, designed for participation, real-world application, and measurable outcomes.
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Participants leave with practical tools, guided action steps, and follow-up resources to extend learning beyond the session and sustain the financial habits built during the workshop.
Fill out the form and select Workshop as your session type. A member of our team will be in touch within one business day to confirm your format, topic, and session logistics.
WHAT HAPPENS NEXT
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We review your submission and reach out within one business day
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We confirm your workshop format, topic, audience size, and date
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Your workshop is scheduled and your team receives everything needed to prepare and promote the session
Not sure which format or workshop experience is right for your team? We are happy to walk you through the options before you commit to anything.
Vault by Financial Footwork workshops are designed to deliver practical, real-life financial wellness that employees can immediately apply. We serve companies nationwide with in-person and virtual sessions tailored to your organization’s unique needs.
Whether your team is based in one location or spread across the country, our workshops meet them where they are—delivering education that’s clear, engaging, and actionable.
Each session is built around interactive learning and real-world application. We combine expert instruction with collaborative activities that empower employees to take control of their finances—whether it’s budgeting, saving, managing debt, or building long-term wealth. Our goal is to create lasting behavior change, not just momentary motivation. Employees walk away with tools, strategies, and a financial game plan they can actually use.
We partner closely with HR teams, benefits managers, and leadership to ensure the content aligns with your goals and supports your culture. Ready to support your team’s financial health and performance?
Contact us today to discuss your needs or schedule your first workshop. We’ll respond within one business day.
Workshops cover cash flow, investing, employee benefits, credit strategy, financial communication, and total compensation. Organizations can choose a featured session or request a customized topic aligned with workforce goals.
Each session is built for measurable behavior change. Participants complete guided exercises, use practical tools, and leave with clear action steps they can apply immediately.
Workshops are offered in 90-minute, half-day, and full-day formats, delivered in person or virtually nationwide to fit your team’s schedule and needs.
By reducing financial stress and improving clarity, workshops help strengthen focus, engagement, and overall workplace performance while aligning with HR and leadership goals.
Disclaimer and Waiver – Financial Footwork, Inc., its owners, officers, directors, employees, subsidiaries, service providers, content providers, and agents (referred to as "Financial Footwork") are not financial or investment advisers and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Financial Footwork does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Financial Footwork be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice, or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.