Financial Wellness Workshops

Personalized, high-impact financial education for your employees and their families.

EXPLORE WORKSHOPS

financial Workshops That Drive Real Results 

Our workshops deliver practical, hands-on financial education tailored to your team’s unique needs. Whether you’re looking for a 90-minute session, a half-day, or a full-day experience, we help your people build confidence, set goals, and create sustainable financial habits that last.

Access the Workshop Overview

Inspiring Financial Confidence & Success Across Industries

Inspiring Financial Confidence & Success Across Industries

15+

YEARS OF EXPERIENCE

TOP 50

FINANCIAL SPEAKER

500+

WORKSHOPS DELIVERED

Flexible Formats to Fit Your Team

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 of all sizes

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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Popular Financial Workshop Topics

The Cash Flow Blueprint: Manage, Optimize, Grow

Crack the Credit Code & Take Control of Your Financial Future

Investing Essentials for Beginners to Build Wealth with Confidence

The Financial & Physical Wellness Workshop

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

Customize Your Workshop:
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?

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.

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.