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Financial
wellness

ELEVATE EMPLOYEE WELL-BEING

Benefits of Financial Wellness Workshops in the Workplace

Retention

Employees value wellness benefits that address their top 3 concerns: finances, job stability, and health. 

Engagement

Employers who offer wellness programs report an increase in employee engagement.

Culture

Wellness programs help employees feel supported and view the company positively.

Benefits of The FI Woman
Financial Wellness Workshops

Customizable

Workshops are interactive, virtual or in-person, 60, 90, or 120 minutes, Choose what works for your business and employees.

Relevant

Workshops focus on common financial topics and highlight applicable company benefits that employees can utilize.

 

Cost-Effective

Customization allows the cost of the workshops to fit into most budgets, and the benefit to employees is invaluable. 

 

What Employers Love About
The FI Woman Financial Wellness Workshops

Turnkey

Worry-free, no prep required!

All pre-work and workshop materials are provided for easy distribution to employees ahead of each workshop.

customizable

In addition to common financial topics, your financial wellness workshop can be tailored to specific economic events or interests.

transparent

Flat fee

No hidden cost

No cross-selling

No commission-based recommendations

No affiliate marketing

relevant

Employees WANT financial wellness programs!

The workshops provide engagement beyond the generic tools available on retirement plan provider websites.

What Employees Love About
The FI Woman Financial Wellness Workshops

financial literacy

Financial wellness and financial literacy go together, and employees will learn tools and strategies at each workshop.

tools & Actions

Complex financial topics are simplified, making them easy to understand, easy to take action, and results in higher engagement.

A Personal touch

Topics are carefully crafted to make them relatable.

One-on-one coaching is also available as an option.

support

Employees feel supported and can receive timely answers to questions during times of economic uncertainty.

What Option Works for Your Business & Employees?

OPTION 1

Freedom to Choose.

Schedule a workshop and select the duration and topic. Choose from common topics such as debt management, spending habits, and investing, or topics based on employee interest.

Price range: $1,500 - $5,000

option 2

Plan Ahead.

 

Plan ahead for the year with quarterly workshops on predetermined common financial topics.

This helps employees plan ahead for topics that interest them, and drives employee engagement.

Price range: $5,000 - $10,000

Get Started!

Options

schedule
a call