Financial wellness seminars for employees who'd rather be anywhere but a money talk.
Thirty to sixty minutes, at your location or on your screen, led by Hillary Seiler. Your people leave talking about it at lunch, because they spent the session on their own money instead of listening to someone else's slides. Built on Train Your Money, tailored to your workforce, and available as one session or a year-round series.
Need a hands-on session for a smaller group? See workshops →
Financial stress at work, and what a seminar can do about it.
Sources: PwC, Morgan Stanley
Seminar videoA financial wellness seminar is the simplest way to reach your whole workforce at once.
Hillary's employee financial education seminars run the way she teaches in NFL locker rooms: a question the room answers in the first two minutes, real numbers on the screen, one exercise everyone does, and one step they take home. They pair naturally with open enrollment, wellness weeks, and quarterly all-hands.
Every financial wellness seminar includes.
30-60 minutes
In person or virtual
Topics chosen for you
Your organization, your benefits, your workforce
The room participates
A show of hands, a number written down, live Q&A
One exercise each
Every person completes it before the session ends
The Starter Playbook
For every attendee
Survey and Event Recap
A post-session survey and recap for your team
“Employees leave with practical systems that strengthen financial decision-making and support performance at every level of the organization.”
Optional: a session recording for internal access, and a pre-session survey so Hillary walks in knowing what the room is carrying.
Financial wellness seminar topics.
Hillary's most requested topics, each tailored to your workforce and available in 30 to 60 minutes. Want smaller groups to go deeper? That's a workshop.
Budgeting and Cash Flow Start here
The room calculates a burn rate together, learns money mapping, and leaves with the one habit that makes a budget hold.
Your Benefits, Explained Before enrollment
Open enrollment from someone who isn't selling anything: total compensation, healthcare options, and the full retirement match.
Saving and Retirement
From the first emergency fund to the 401(k) match to the number that tells you whether you're on track.
Credit and Debt
The three rules of credit, the 30% rule, and a debt plan that doesn't require a second job.
Fraud and Financial Protection
How scams reach employees, what identity protection looks like, and habits that keep money information safe.
Money and Relationships Partners welcome
Money mapping as a shared tool, big rock and small rock goals, and decisions together without the fight.
Two lengths. In person or virtual.
Virtual seminars use polls in place of the show of hands, and the live math still happens on screen.
Lunch and Learn
A financial wellness lunch and learn: focused, discussion-based, done within a lunch break. One topic, one exercise, one step.
Best for- Company-wide introductions
- Open enrollment support
- Quarterly initiatives
- Department sessions
In person or virtual
Signature Seminar
The full session: more content, more application, more of the room talking. Built for audiences that want to leave with a plan.
Best for- Department programs
- Leadership and executive audiences
- Targeted initiatives
- Higher engagement
In person or virtual
One session or a full season.
Every package includes live delivery, topics tailored to your organization, the Starter Playbook for every attendee, and an Event Recap for your team.
The Kickoff
30 to 60 minutes, in person or virtual. The right start for a first session, an open enrollment kickoff, or a wellness week slot.
- One topic, tailored to your organization
- Live interaction and Q&A
- Starter Playbook for every attendee
- Post-session survey and Event Recap
The Series
Two topics, a quarter apart or back to back. The second session checks on the step people committed to in the first.
- Everything in The Kickoff, for each session
- Two topics chosen together
- A check-in on the first session's step
- Session recordings on request
The Full Season
A year-round curriculum built around your goals, your workforce, and your benefits calendar. The package that turns education into a habit.
- Everything in The Series, for each session
- Curriculum sequenced to your calendar
- Pre-season and end-of-season surveys
- End-of-season report and next-year plan
Not sure which fits? Tell us about your team on the booking form and we'll recommend one.
Getting started takes three steps.
01. Request a seminar
Fill out the booking form. Our team replies within one business day.
02. Pick the topic, length, and package
One session or a full season, 30 to 60 minutes, in person or virtual, tailored to your workforce and benefits.
03. Hillary delivers
She runs the room, every attendee leaves with the Starter Playbook and one step, and your team gets the Event Recap within a week.
Our team confirms your format, package, topic, and date within one business day, and sends everything you need to prepare for and promote the session. Planning a larger event? The Meeting Planners page has bios, AV needs, and more.
What topics does a financial wellness seminar for employees cover?
Budgeting and cash flow, employee benefits and open enrollment, saving and retirement, credit and debt, fraud and financial protection, and money and relationships. Every topic is tailored to your workforce and your benefits.
How long is a financial wellness seminar?
30 to 60 minutes. A Lunch and Learn runs 30 to 45 minutes, and the Signature Seminar runs 45 to 60. Either one fits inside a lunch break, an all-hands, or an open enrollment meeting.
Can the seminar be delivered virtually?
Yes. Virtual seminars use polls in place of the show of hands, and the live math still happens on screen. They work well for remote and hybrid teams.
Is a seminar a good fit for open enrollment?
Yes. Your Benefits, Explained works best four to six weeks before enrollment, while people still have time to compare options and ask questions.
What's the difference between a seminar and a workshop?
A seminar reaches the whole room in 30 to 60 minutes. A workshop is hands-on, runs 90 minutes to a full day, and works best for smaller groups that want to go deeper.
How many people can attend?
Seminars scale from a leadership team to a company-wide event, in person or virtual.
What do attendees and the organization receive afterward?
Every attendee gets the Train Your Money Starter Playbook. Your team gets a post-session survey and an Event Recap. No individual financial data is collected.
Most organizations start with a seminar and grow from there.
Keynotes
Bring Hillary to your conference or company-wide event. Five keynotes, 45 to 90 minutes.
Your people can handle their money. Let's show the whole room.
One session, one exercise, one step. Tell us about your team and we'll be in touch within one business day.
Bring a seminar to your team
- Availability and a quote within one business day
- Bios, AV and intro script ready the day you book
- Keynote, workshop or seminar, in person or virtual