Financial Wellbeing sessions
152 expert-led financial wellbeing sessions for teams, live online or in person, in any country. Open any session for its full outline, or sign in to see prices and book.
152 sessions
Everyday Money 54
- Adapting to Pay Schedule Changes: Your Money Management Guide
For employees whose pay frequency is changing and who want to keep bills and budgets on track.
Online or in person · 30 min to full day - Advanced Digital Subscriptions: Smart Management & Savings
For anyone whose streaming, app and software subscriptions are quietly adding up.
Online or in person · 30 min to full day - Advanced Shopping Strategies: Corporate Savings & Benefits
For employees who want to get real value from the discounts and perks already available through work.
Online or in person · 30 min to full day - Advanced Shopping Strategies: Smart Digital Spending
For anyone who shops online and wants to spend smarter without chasing every deal.
Online or in person · 30 min to full day - Advanced Smart Home: Digital Living & Savings
For anyone considering smart home technology who wants to know what will actually save money.
Online or in person · 30 min to full day - Breaking the Paycheck-to-Paycheck Cycle
For employees who feel every paycheck is spent before it arrives and want some breathing room.
Online or in person · 30 min to full day - Budget-Smart Food Shopping: Healthy Eating Guide
For anyone who wants to eat well while keeping grocery bills under control.
Online or in person · 30 min to full day - Building An Emergency Fund
For employees who want a realistic plan for building savings to cover the unexpected.
Online or in person · 30 min to full day - Building Better Money Habits
For employees who want everyday money habits that stick, even when life gets busy.
Online or in person · 30 min to full day - Building Credit Score
For employees who want to build or rebuild their credit history with steady, practical steps.
Online or in person · 30 min to full day - Building Financial Resilience
For employees who want their finances to hold up better when life changes unexpectedly.
Online or in person · 30 min to full day - Building Smart Money Mindset: Digital Age Psychology
For employees who want to spend more deliberately when online shopping and social media make it easy.
Online or in person · 30 min to full day - Commission & Variable Pay: Managing Irregular Income
For employees on commission or bonuses who want steadier finances when pay changes month to month.
Online or in person · 30 min to full day - Coping with Financial Stress
For employees under money pressure who want to take practical steps without being consumed by worry.
Online or in person · 30 min to full day - Daily Money Habits: Finding Your Hidden Spending
For employees who want to see where their money really goes day to day.
Online or in person · 30 min to full day - Dealing with the Cost of Living Crisis
For employees feeling the squeeze of rising costs who want practical ways to adjust.
Online or in person · 30 min to full day - Debt Payoff Hacks
For employees who want a clear, realistic plan for paying down debt.
Online or in person · 30 min to full day - Developing a Positive Money Mindset
For anyone who wants to feel calmer and more in control when making money decisions.
Online or in person · 30 min to full day - Digital Declutter: Organizing Your Financial Life
For employees who want their financial accounts and documents organized and easy to find.
Online or in person · 30 min to full day - ESG and Sustainable Investing
For employees who want their investments and pension choices to reflect their values.
Online or in person · 30 min to full day - Finance Tips for First Time HomeBuyers
For first-time buyers who want to plan the finances of buying a home with confidence.
Online or in person · 30 min to full day - Financial Freedom Hacks
For employees who want more financial choice and flexibility in their working life.
Online or in person · 30 min to full day - Financial Planning for Life Changes
For employees facing a major life change who want their finances ready for it.
Online or in person · 30 min to full day - Financial Stress and Men's Health
For men under money pressure who want to regain a sense of control and know where to get support.
Online or in person · 30 min to full day - Gen Z and Homeownership: Is It Still Possible?
For early-career employees weighing up homeownership, renting and other ways to build wealth.
Online or in person · 60 min - Gen Z Financial Anxiety: Cost of Living, Debt and Building Security
For early-career employees under money pressure from debt, housing and living costs.
Online or in person · 30 min to full day - Global Remote Workforce: Financial Success Guide
For remote and internationally distributed employees managing the money side of working across locations.
Online or in person · 30 min to full day - Make Your Money Work for You
For employees who want to understand saving, investing and compounding to plan their money long term.
Online or in person · 30 min to full day - Managing Credit and Debt Responsibly
For employees who want to understand borrowing costs and manage existing debt with a clear plan.
Online or in person · 30 min to full day - Managing Risk: A Practical Guide to Insurance and Protection
For employees who want to understand insurance and protection and spot gaps in their cover.
Online or in person · 30 min to full day - Managing the Family Budget: Tips and Strategies for Success
For employees who want a flexible household budget that covers shared costs, family needs and goals.
Online or in person · 30 min to full day - Mastering Your Finances: A Practical Guide to Budgeting and Financial Planning
For employees who want a realistic budget and a practical plan for their financial goals.
Online or in person · 30 min to full day - Maximizing Your Purchasing Power
For employees who want to compare real prices and make purchases that fit their budget.
Online or in person · 30 min to full day - Maximizing Your Time: Strategies for Financial Success
For employees who want to spend less time on money admin and stay on top of financial tasks.
Online or in person · 30 min to full day - Money Basics for Gen Z: Budgeting, Saving and Starting Out
For early-career employees who want to budget, save and start out well with money.
Online or in person · 60 min - Money Management 101
For employees who want a clear starting point on pay, banking, spending, saving and borrowing.
Online or in person · 30 min to full day - Overtime & Extra Shifts: Smart Money Strategies
For employees who want to know what overtime and extra shifts really add to their finances.
Online or in person · 30 min to full day - Paying for College/University: Strategies for Affording Higher Education
For employees planning how to pay for college or university for themselves or family.
Online or in person · 30 min to full day - Peak Season, Steady Finances: Managing Seasonal Income All Year
For seasonal workers who want a year-round money plan for busy and quiet periods.
Online or in person · 30 min to full day - Protecting Your Digital Financial Life
For employees who want to protect their accounts, spot scams and act fast if something goes wrong.
Online or in person · 30 min to full day - Protection from Financial Emergencies: Strategies for Planning and Preparing
For employees who want a plan for handling a financial emergency and recovering afterward.
Online or in person · 30 min to full day - Return to Work: Financial Strategies After Leave
For employees returning from parental, medical or other leave who want their finances back on track.
Online or in person · 30 min to full day - Savings and Investments 101: A Practical Guide to Building Wealth
For employees who want to understand the basics of saving and investing before making decisions.
Online or in person · 30 min to full day - Shared Finances Made Simple: A Modern Guide
For employees sharing costs with roommates, friends or groups who want fair, simple systems.
Online or in person · 30 min to full day - Side Hustles, Financial Freedom and Work: A Gen Z Guide
For early-career employees balancing a side hustle with full-time work who want to do it well.
Online or in person · 60 min - Smart Homeownership: Managing Your Mortgage and Building Wealth
For homeowners who want to manage their mortgage well and build equity over time.
Online or in person · 30 min to full day - Smart Money Apps: Your Ultimate European Guide
For employees in Europe who want to choose and use money apps with more confidence.
Online or in person · 30 min to full day - Smart Money Apps: Your Ultimate UK & Ireland Guide
For employees in the UK and Ireland who want to choose and use money apps with more confidence.
Online or in person · 30 min to full day - Smart Money Apps: Your Ultimate US Guide
For employees in the US who want to choose and use money apps with more confidence.
Online or in person · 30 min to full day - Social Life & Savings: Having Fun on a Budget
For employees who want an active social life without derailing their finances.
Online or in person · 30 min to full day - The Power of a Positive Money Mindset: Tips and Strategies for Success
For employees who want to understand how their money beliefs shape financial decisions.
Online or in person · 30 min to full day - Understanding Credit Scores and Credit Reports
For employees who want to understand what's in their credit report and how scores are built.
Online or in person · 30 min to full day - Workplace Relocation: Financial Planning Guide
For employees relocating for work who want to plan the full cost and cash flow of the move.
Online or in person · 30 min to full day - Workplace Restructuring: Financial Readiness Through Change
For employees facing restructuring who want to prepare financially before the outcome is known.
Online or in person · 30 min to full day
Retirement Planning 17
- Retirement Planning - Australia: Superannuation and SMSF
For employees in Australia who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Canada: RRSP and TFSA Optimization
For employees in Canada who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - European Union: Cross-Border Pensions
For employees who have worked in more than one EU country and want to track their pension rights.
Online or in person · 30 min to full day - Retirement Planning - France: Retraite de Base & AGIRC-ARRCO
For employees in France who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Germany: GRV, bAV & Private Vorsorge
For employees in Germany who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Hong Kong: MPF and Private Plans
For employees in Hong Kong who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - India: EPF, NPS, and Beyond
For employees in India who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Ireland: State Pension and PRSAs
For employees in Ireland who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Italy: INPS & Complementary Pensions
For employees in Italy who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Japan: National and Corporate Pensions
For employees in Japan who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Mexico: AFORE and Private Plans
For employees in Mexico who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Singapore: CPF and SRS
For employees in Singapore who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Spain: State and Occupational Pensions
For employees in Spain who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - Switzerland: Three-Pillar System
For employees in Switzerland who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning - United Kingdom: Workplace and Personal Pensions
For employees in the UK who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Retirement Planning: Core Principles & Strategies - USA
For employees in the US who want to understand their retirement options and plan ahead.
Online or in person · 30 min to full day - Roth IRA: Building Tax-Free Retirement Wealth
For employees who want to understand how Roth IRAs work and fit with other accounts.
Online or in person · 30 min to full day
Employee Benefits 17
- Employee Benefits: Australia
For employers in Australia who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Canada
For employers in Canada who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: European Union
For employers with staff across EU countries who want benefits explained clearly, country by country.
Online or in person · 30 min to full day - Employee Benefits: France
For employers in France who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Germany
For employers in Germany who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Hong Kong
For employers in Hong Kong who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: India
For employers in India who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Ireland
For employers in Ireland who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Italy
For employers in Italy who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Japan
For employers in Japan who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Singapore
For employers in Singapore who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Spain
For employers in Spain who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: Switzerland
For employers in Switzerland who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: United Kingdom
For employers in the UK who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Employee Benefits: United States
For employers in the US who want employees to understand the full value of their benefits package.
Online or in person · 30 min to full day - Maximizing Your Employee Benefits Package
For employees who want to understand their benefits and make full use of what's available.
Online or in person · 30 min to full day - New Employee Benefits Guide: First 90 Days
For new employees who want to set up their benefits correctly in their first 90 days.
Online or in person · 30 min to full day
Tax Planning 15
- First Job, First Taxes: A Gen Z Guide
For early-career employees who want to understand what tax does to their first paychecks.
Online or in person · 30 min to full day - Tax Planning Essentials: Australia
For employees in Australia who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Canada
For employees in Canada who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: France
For employees in France who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Germany
For employees in Germany who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Hong Kong
For employees in Hong Kong who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: India
For employees in India who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Ireland
For employees in Ireland who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Japan
For employees in Japan who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Mexico
For employees in Mexico who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Singapore
For employees in Singapore who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Spain
For employees in Spain who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: Switzerland
For employees in Switzerland who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: United Kingdom
For employees in the UK who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day - Tax Planning Essentials: United States
For employees in the US who want to understand their taxes and plan with confidence.
Online or in person · 30 min to full day
Healthcare Financial Planning 15
- Healthcare Financial Planning - Australia
For employers in Australia who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Canada
For employers in Canada who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - France
For employers in France who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Germany
For employers in Germany who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Hong Kong
For employers in Hong Kong who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - India
For employers in India who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Ireland
For employers in Ireland who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Italy
For employers in Italy who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Japan
For employers in Japan who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Mexico
For employers in Mexico who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Singapore
For employers in Singapore who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Spain
For employers in Spain who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - Switzerland
For employers in Switzerland who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - United Kingdom
For employers in the UK who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day - Healthcare Financial Planning - USA
For employers in the US who want employees to understand healthcare costs and how to plan for them.
Online or in person · 30 min to full day
Government Benefits 15
- Government Benefits: Australia
For employers in Australia who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Canada
For employers in Canada who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: France
For employers in France who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Germany
For employers in Germany who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Hong Kong
For employers in Hong Kong who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: India
For employers in India who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Ireland
For employers in Ireland who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Italy
For employers in Italy who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Japan
For employers in Japan who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Mexico
For employers in Mexico who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Singapore
For employers in Singapore who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Spain
For employers in Spain who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: Switzerland
For employers in Switzerland who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: United Kingdom
For employers in the UK who want employees to understand government support as their lives change.
Online or in person · 30 min to full day - Government Benefits: United States
For employers in the US who want employees to understand government support as their lives change.
Online or in person · 30 min to full day
Financial Wellness Programs 8
- Financial Wellness Program: Asia Pacific
For employers who want one coordinated financial wellness program across several Asia Pacific markets.
Online or in person · 30 min to full day - Financial Wellness Program: Australia
For employers in Australia who want a financial wellness program built around local decisions.
Online or in person · 30 min to full day - Financial Wellness Program: Canada
For employers in Canada who want a financial wellness program built around local systems.
Online or in person · 30 min to full day - Financial Wellness Program: Mexico
For employers in Mexico who want a financial wellness program built around local systems.
Online or in person · 30 min to full day - Financial Wellness Program: Spain
For employers in Spain who want a financial wellness program tailored to the Spanish system.
Online or in person · 30 min to full day - Financial Wellness Program: Switzerland
For employers in Switzerland who want a financial wellness program tailored to the Swiss system.
Online or in person · 30 min to full day - Financial Wellness Program: UK & Ireland
For employers in the UK and Ireland who want a financial wellness program tailored to both systems.
Online or in person · 30 min to full day - Financial Wellness Program: United States
For employers in the US who want a financial wellness program built around local systems.
Online or in person · 30 min to full day
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