Comprehensive, customizable seminars to empower your workforce with financial knowledge and confidence.
EXPLORE OUR SOLUTIONSVault by Financial Footwork’s Financial Education Seminar Packages deliver high-impact financial wellness education tailored to your organization’s unique needs. Choose from multi-tiered solutions and fully customizable options to help your employees and their families thrive.
Download our Seminar Services OverviewFully customizable seminar topics and schedules
Built-in goal setting and accountability tools
Add interactive workshops or follow-up webinars
Ongoing support and resource access add on available
Bronze PAckage
◉ 1 live seminar (60–90 minutes)
◉ Choice of core financial wellness topics
◉ Interactive Q&A session to address participant questions
◉ Digital resource handout provided for each attendee
◉ Post-seminar feedback survey to capture insights and engagement
Silver Package
◉ 2 live seminars
◉ Choice of core financial wellness topics
◉ Interactive Q&A and group discussion
◉ Access to select on-demand resources for all participants
◉ Digital resource handouts for each session
◉ Post-seminar feedback survey to capture insights and engagement
Gold Package
◉ 4+ live seminars with team-tailored curriculum
◉ Covers comprehensive and advanced financial wellness topics
Interactive activities and breakout sessions
◉ On-demand resource guides for all
Financial Playbook for each participant
◉ Pre- and post-seminar knowledge assessments
◉ Option for family or partner participation
◉ Post-program report with key takeaways and action items
TOPIC | DESCRIPTION |
---|---|
Money Management Basics | Gain the tools and confidence to take control of your finances through real-world strategies for budgeting, banking, and building a strong financial foundation. |
Personal credit & debt | Learn how to build and manage credit wisely, eliminate debt strategically, and make smart borrowing decisions that support your financial future. |
Relationships & money | Explore how communication, social influence, and teamwork shape your financial life—and learn how to align money goals with the people around you. |
Fraud & Financial Protection | Protect your money and identity with actionable strategies to detect scams, prevent fraud, and stay safe in an increasingly digital world. |
Savings & Retirement | Build long-term wealth with smart saving strategies, retirement planning essentials, and a clear understanding of how your benefits and net worth work for you. |
Financial Technology & Money | Navigate the evolving world of digital finance with confidence by learning how to use fintech tools, understand AI’s role in money management, and prepare for the future of banking. |
Multi-tier wellness solutions for every organization
Engaging, actionable content for all learning styles
Led by industry experts with 15+ years of experience
Designed for measurable, sustainable impact
Insight: Large corporations and retail providers reported a 15% increase in employee savings rates after hosting financial education seminars. This growth highlights the value of seminar-based financial literacy efforts in encouraging better money management and fostering long-term financial well-being among employees.
1
Schedule a Consultation:
We’ll discuss your team’s needs and recommend the best format.
2
Choose Your Topic:
Pick from a range of engaging financial wellness topics.
3
Book Your Seminar:
Select a date and time that works for your team.
4
Follow-Up & Support:
Receive follow-up materials and tools to reinforce learning.
Vault by Financial Footwork seminars deliver expert-led financial education on a wide range of topics, designed to empower employees with practical knowledge they can use right away.
Our 45–60 minute sessions are available nationwide, both in-person and virtually, making it easy to reach your team wherever they are.
Each seminar features clear, engaging instruction from financial experts, covering essential subjects like budgeting, saving, debt management, and building long-term wealth. Sessions are interactive, ensuring participants stay engaged and leave with actionable strategies and tools for real-life application.
We collaborate with HR teams, benefits managers, and company leadership to ensure every seminar aligns with your organization’s goals and culture.
Our mission is to create lasting financial confidence and positive change, not just a one-time boost.
Ready to elevate your team’s financial wellness?
Contact us to discuss your needs or schedule your first seminar.
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.