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.
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
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