Financial Wellness Seminars for Employees
In-person financial education your employees will actually talk about at lunch. Delivered at your location, tailored to your workforce, and built on the Train Your Money Performance Model™.
Trusted by Employers and Organizations Nationwide
EVERY FINANCIAL WELLNESS SEMINAR INCLUDES
Financial wellness seminars for employees that deliver practical financial education through engaging, in-person learning experiences. Every seminar is led live, at your location, and built for immediate application.
- 60–90 minute in-person financial wellness seminar
- Core financial wellness topics tailored to your organization and workforce
- Interactive, hands-on approach with live Q&A
- Practical financial exercises employees can apply immediately
- Post-session feedback survey
- Optional session recording for internal access
Built on the Train Your Money Performance Method™. Every session is structured, accountable, and action-oriented.
Financial Stress
in the Workplace
Financial stress is one of the biggest hidden barriers to workplace productivity. Many employees are distracted by debt, lack of savings, or uncertainty about retirement. When people are worried about their bank accounts, they are not fully focused on their work.
The cost of employee stress shows up across organizations through:
- Absenteeism from employees dealing with financial pressure
- Presenteeism, where employees are at work but mentally distracted
- Declining mental health, which impacts performance and employee retention
This is why more organizations are investing in financial wellness seminars that provide practical personal finance education at work, helping employees reduce financial stress, improve decision-making, and stay focused on their work.
Learn how Financial Footwork delivers in-person financial wellness seminars for employees that help organizations build stronger financial skills and reduce workplace financial stress.
Popular Financial Wellness Seminar Topics
Every topic is built on the Train Your Money Performance Model™ and tailored to your workforce. These financial wellness seminar topics help employees build practical money skills and apply financial education in real-life situations.
Many organizations follow financial wellness seminars with smaller group financial wellness workshops that allow employees to dive deeper into specific financial topics.
Budgeting and Cash Flow Management
Employees learn practical budgeting strategies, cash flow management, and foundational money systems that reduce financial stress and build long-term financial stability.
MAXIMIZING EMPLOYEE BENEFITS
Employees learn how to evaluate retirement, healthcare, and insurance benefits to make informed decisions and fully leverage the workplace offerings available to them.
SAVINGS AND RETIREMENT
From emergency funds to long-term retirement planning, employees gain clarity on saving strategies and how to better understand and maximize employer-sponsored benefits.
Personal Credit and Debt Management
We break down how credit works, how to improve and protect credit scores, and how to create a structured plan to eliminate debt responsibly and build toward financial freedom.
FRAUD AND FINANCIAL PROTECTION
Employees learn how to identify financial scams, protect their identities, and safeguard personal and workplace financial information in an increasingly digital environment.
Financial Communication and Money Decisions
We address financial communication, shared financial decision-making, and strategies for managing money within partnerships and families to reduce conflict and build alignment.
Seminar Packages for Every Organization
Select the financial wellness seminar package that fits your workforce size and engagement goals. Every package includes live in-person seminar delivery, tailored financial education content, and follow-up support.
1 in-person seminar (60 to 90 minutes)
- Core financial wellness topics tailored to your organization
- Live engagement and interactive Q&A
- Digital resource handout for every attendee
- Post-session feedback survey
2 in-person seminars
- Everything in Bronze
- Core financial wellness seminar topics tailored to your organization
- Live engagement and structured financial discussions for each seminar
- Access to select on-demand resources for all participants
- Digital resource handouts for each session
- Post-seminar feedback survey for each session
4 or more in-person seminars
- Everything in Silver
- End-to-end financial wellness curriculum built around your organization’s goals,
- workforce demographics, and employee financial education needs
- Interactive exercises and facilitated group discussion
- Resource guides for each participant
- Pre and post-seminar knowledge assessments
- Post-program report with key takeaways and action items
Not sure which package is right for your organization? Complete the seminar booking form below and we will help you decide
Have a remote or distributed team? See our financial wellness webinars.
SEMINAR PACKAGES FOR EVERY ORGANIZATION
Select the financial wellness seminar package that fits your workforce size and engagement goals. Every package includes live in-person seminar delivery, tailored financial education content, and follow-up support.
Not sure which package is right for your organization? Complete the seminar booking form below and we will help you decide.
BRONZE
1 in-person seminar (60 to 90 minutes)
- Core financial wellness topics tailored to your organization
- Live engagement and interactive Q&A
- Digital resource handout for every attendee
- Post-session feedback survey
SILVER
2 in-person seminars
- Everything in Bronze
- Core financial wellness seminar topics tailored to your organization
- LLive engagement and structured financial discussions for each seminar
- Access to select on-demand resources for all participants
- Digital resource handouts for each session
- Post-seminar feedback survey for each session
GOLD
4 or more in-person seminars
- Everything in Silver
- End-to-end financial wellness curriculum built around your organization’s goals, workforce demographics, and employee financial education needs
- Interactive exercises and facilitated group discussion
- Resource guides for each participant
- Pre and post-seminar knowledge assessments
- Post-program report with key takeaways and action items
IN-PERSON SEMINAR FORMATS
We deliever two in-person financial wellness seminar formats designed to support both small-scale employee education initiatives and larger organizational financial wellness programs. Not sure which fits your team? We will help you decide during your consultation.
60 minutes
Lunch and Learn Financial Wellness Seminars
Focused 60-minute in-person sessions that deliver practical financial education for employees in an efficient, discussion-based format. Ideal for organizations looking to introduce financial wellness programming or support specific initiatives without disrupting the workday.
BEST FOR
- Company-wide introductions to financial wellness
- Open enrollment healthcare support
- Quarterly employee financial education initiatives
- Smaller team or department sessions
90 MINUTES
Signature Financial Wellness Seminars
Expanded 90-minute in-person financial wellness seminars designed for deeper engagement and discussion. These seminars allow for more comprehensive content, interactive application, and stronger audience participation that drives lasting behavior change.
BEST FOR
- Department-level programming
- Leadership teams and executive audiences
- Targeted financial wellness initiatives
- Organizations seeking higher engagement and participation
Proven Impact
Selected by high-performance organizations nationwide to deliver financial wellness seminars and education programs that drive measurable financial behavior change and workforce impact.
50+
National Employers & Professional Sports Organizations Served
9+
Years Serving Organizations Across the United States
650+
Performance-Focused Financial Programs Delivered Nationwide
GETTING STARTED IS SIMPLE
From first contact through follow-up support, we handle the details so your team can focus on showing up, participating, and learning during your financial wellness seminar.
SCHEDULE YOUR SEMINAR CONSULTATION
We review your team goals, audience size, and preferred format to recommend the right financial wellness seminar structure.
CHOOSE YOUR SEMINAR TOPIC
Choose from our core financial wellness seminar topics or build a custom multi-session seminar series aligned with your workforce priorities and organizational goals.
ENGAGE AND EMPOWER
Our certified educators deliver a high-impact, in-person seminar built on the Train Your Money Performance Method™ to encourage participation, discussion, and real-time learning.
BOOK YOUR SEMINAR TODAY
Fill out the form and select Seminar as your session type. A member of our team will contact you within one business day to confirm your seminar details, format, and topic selection. WHAT HAPPENS NEXT
01
We review your submission and contact you within one business day.
02
We confirm your seminar format, package, topic, and session logistics.
03
Your seminar is scheduled and your team receives everything needed to prepare for and promote the session.
Organizations often complement financial wellness seminars with hands-on financial wellness workshops that allow employees to apply financial concepts through interactive training sessions.
Book a Seminar
FAQs
What topics are covered in a financial wellness seminar for employees?
Seminars cover money management, benefits and compensation, savings and retirement, personal credit and debt, fraud and protection, and relationships and money. Topics are tailored to your workforce and priorities.
How long does an in-person financial wellness seminar last?
Most seminars run 60 to 90 minutes. You can choose a 60-minute Lunch & Learn or a 90-minute Signature Seminar for deeper discussion and application.
What is included in a Financial Footwork financial wellness seminar?
Each seminar includes live delivery, interactive exercises, audience Q&A, a digital resource guide for every attendee, and a post-session feedback survey to capture insights and engagement.
What is the difference between the Bronze, Silver, and Gold financial wellness seminar packages?
Bronze includes 1 seminar. Silver includes 2 seminars plus select on-demand resources. Gold includes 4 or more seminars with a curriculum built around your goals, pre and post knowledge checks, and a post-program report with key takeaways and action items.
What is the difference between a seminar and a webinar?
A seminar is delivered in person at your location, with hands-on exercises and live interaction in the room. A webinar is a live 60-minute virtual session, ideal for remote and distributed teams. Many organizations use both: seminars for on-site teams and headquarters events, webinars for everyone else.
How many employees can attend a seminar?
Seminars scale from small leadership teams to company-wide events. The 60-minute Lunch and Learn format works well for larger all-hands groups, while the 90-minute Signature format is built for department-level sessions where deeper engagement matters. We will recommend the right format on your consultation.
Expand Your Financial Wellness Toolkit
Financial wellness seminars are often delivered during company meetings, conferences, or leadership events where organizations want to introduce financial education to a large audience. Many organizations expand these sessions into a broader employee financial wellness program that includes interactive financial wellness workshops and ongoing financial wellness webinars throughout the year. Organizations can also extend learning through structured financial wellness campaigns, multi-week initiatives that keep employees engaged between live sessions. During open enrollment season, organizations often pair in-person sessions with custom employee benefit videos that keep the education working long after the seminar ends.
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