Financial Wellness Masterclass Series

This Masterclass series is designed for organizations who want to support their employees in taking control of their financial wellbeing so they can confidently achieve their financial goals and live a life free of financial stress and anxiety.  

Financial wellbeing is an integral and critical component of our overall health and wellbeing. How we feel about money has a ripple effect on our mental, emotional and physical wellbeing.

 

Yet, money worries continue to be the biggest source of stress for employees, more than jobs, relationships or health concerns, and this impact is not limited to our home lives. In fact, employees with financial stress are less productive and engaged at work and more likely to have health issues.

 

Now, more than ever, employers have an incredible opportunity to support their employees in taking control of their financial wellbeing so they can confidently achieve their financial goals and live a life free of financial stress and anxiety.

 

This Masterclass series is designed to do just that.

Employees Will

Explore the importance of financial wellbeing as a part of their overall health and wellness

Learn how to strengthen their financial health and take control of their finances using a proven financial wellness framework

Discover how to use this framework to build a strong and healthy financial plan that works for them and their unique situation

Receive powerful tools and practical actionable steps to support them in creating their own unique financial plan 

Series Includes

Pre & post series surveys on financial health

Virtual Lunch & Learn customized to address employees' specific needs and concerns

Post Lunch & Learn video module learning series

Workbooks designed to help your employees begin to take actionable steps

Live Q&A and coaching calls

Opportunity to customize series further based on company specific initiatives and financial wellness offerings.

Lisa is awesome. She’s full of wisdom, down-to-Earth humility, and a desire to see those around her succeed in achieving their dreams. Her Masterclass series is fantastic! The mix of live lunch and learn, video module learnings and live Q&A sessions was gold. This mix allowed for optimal learning and integration opportunities, with the highlight being the live coaching and accountability employees received during the Q&A  sessions.

Paul Keefe, Venova Wellness

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To learn more about how this Masterclass series can support the financial health and wellbeing of your employees, contact us today!