Financial Wellness Workshops & Seminars

Comprehensive, customizable financial education to empower your employees and their families with knowledge and confidence.

EXPLORE WORKSHOPS & SEMINARS

financial Workshops & SEMINARS That Drive Real Results 

Vault by Financial Footwork’s workshops and seminars provide practical, high-impact financial wellness education tailored to your organization. From full-day workshops to lunch-and-learns, webinars, or conferences, we deliver solutions that give your employees the tools they need to achieve financial success.

Inspiring Financial Confidence & Success Across Industries

Inspiring Financial Confidence & Success Across Industries

15+

YEARS OF EXPERIENCE

TOP 50

FINANCIAL SPEAKER

500+

WORKSHOPS DELIVERED

financial Workshops Designed for Flexibility and Impact

90-Minute Workshop

Fast-paced, focused learning on a single topic

Half-Day Workshop

Deep dives and interactive exercises

Full-Day Workshop

Comprehensive curriculum and real-world application

90-Minute Workshop

Fast-paced, focused learning on a single topic

Half-Day Workshop

Deep dives and interactive exercises

Full-Day Workshop

Comprehensive curriculum and real-world application

Features

Tailored Financial Curriculum

Comprehensive Workshop Options

Include Significant Others

Interactive, Hands-On Approach

Built-In Goal Setting & Accountability

Flexible scheduling for teams 

Financial Education Boosts Retention

Insight: Large corporations and retail providers reported a reduction in employee turnover after implementing financial education workshops. This improvement highlights the impact of hands-on, workshop-based financial literacy programs in encouraging smarter financial decisions and fostering long-term financial well-being among employees.

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Financial Education Seminars That Drive Success

Vault 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 thrive.

Lunch & Learns

Short, interactive sessions that deliver actionable financial strategies while you eat, helping employees make smarter money decisions in real time.

In-Person Events

Educational deep dives that equip teams with practical tools and strategies to strengthen financial knowledge and make confident money decisions.

virtual

Live or recorded online sessions that provide flexible, high-impact financial education accessible anywhere, tailored to your team’s needs.

WHY CHOOSE VAULT WORKSHOPS & SEMINARS?

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

Getting Started is Simple

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1

Schedule a Consultation:
We’ll discuss your team’s needs and recommend the best format.

2

Choose Your Workshop or Seminar Topic:
Choose topics and structure that fit your goals.

3

Engage & Empower:
Our expert educators deliver an interactive, high-impact session.

4

Follow-Up & Support:
Built-in goal setting and resources keep your team on track.

Ready to Book a Workshop or Seminar?

Vault by Financial Footwork workshops and seminars 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 or seminar. We’ll respond within one business day.

FAQs

What topics are covered in Financial Footwork’s workshops and seminars?

Budgeting, debt management, credit health, saving, investing basics, and retirement planning. We tailor the curriculum to your goals and employee profile.

How long are the workshops or seminars?

Pick what fits your team. 90 minute sessions, half day workshops, full day programs, plus lunch and learns and flexible virtual options.

Can employees’ families join these workshops?

Yes. Many sessions welcome spouses or significant others so households learn together and build lasting habits.

What makes these workshops different?

They are interactive and hands on with real tools and practice. Employees leave with templates, planners, and a clear plan instead of theory.

How do the workshops benefit employers?

Lower money stress means better focus, stronger retention, and fewer absences. You also see better benefits engagement when employees feel confident with money.

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.