I offer workshop options available for those who want to offer financial education for groups of people. I am flexible in that I can do various trainings ranging from an hour, a half day, or a full day. Workshops may be desirable over individual coaching for a variety of reasons. Below are some scenarios that could warrant scheduling a workshop:

  • For employers
    • Reduced turnover – according to a survey, 47% of employees believe employers are responsible for their financial well being. Financial stress may lead employees to seek jobs with higher salaries and benefits.
    • Morale and productivity – PWC notes that roughly 42% of employees report decreased productivity due to financial stress.
    • Absenteeism and reliability – a peer reviewed study shows that financial distress is one of the top reasons for absenteeism and tardiness for employees.
  • For educators – a study concludes only 20% of adults received financial education in school.
  • Nonprofits and community leaders – many of these organizations have missions aimed at improving their communities and come into contact with large segments community members.

If you are interested in arranging a workshop, please use the contact form below to indicate what you are looking for. I will be happy to explore options that work for you and your group.