Financial wellness workshops your people will actually use.
Hands-on sessions where your team works on their own numbers in the room and goes home with one step they'll take this week.
Information doesn't change behavior. Practice does.
Most employers answer money stress with a portal, a packet, or a lunch-and-learn. In a 90-minute financial wellness workshop, every person in the room does three things:
- 01
Calculate your burn rate
Everyone finds the one number that shows whether their lifestyle matches their income.
- 02
Map one month of money
Income and spending on one page, so the plan fits real life.
- 03
Name the avoided decision
Each person writes down the decision they've been putting off, and commits to one step.
Financial wellness workshops that change what people do on Monday.
Workshop video59% of employees are stressed about their finances. Most employers answer with a portal, a packet, or a lunch-and-learn. Information doesn't change behavior. Practice does.
In Hillary Seiler's employee financial wellness workshops, every person calculates their burn rate, maps a month of money, and names the decision they've been avoiding. It's financial education for employees that works the way athletes train: assess the baseline, run the drill, build the rep.
Source: PwC
Twelve workshop topics in three tracks.
Every financial wellness workshop topic runs in any format and is customized to your workforce, your industry, and your benefits.
Track 1Financial Wellness
The Cash Flow Blueprint Start here
Calculate your burn rate, map a month, and build a plan you can keep. Most organizations start here.
Crack the Credit Code
How credit reads you, the 30% rule, and a 90-day plan to raise a score.
Investing Essentials
What a 401(k) match is worth, account types, and risk in plain language.
Talk Money With Confidence Partners welcome
Money mapping for couples and families, and how to align without the fight.
Track 2Leadership and Performance
Money Is a Performance Issue
For leaders and managers: how money stress shows up at work and three moves to make this quarter.
The Math Has to Math: Variable Income
For sales teams and commission earners: a plan for the good months and the lean ones.
Money, Backwards: The Three E's
Environment, emotions, education: why smart people struggle with money and the first move to fix it.
The Belief Before the Money
For teams in change or uncertainty: build the confidence to make the next money decision, one step at a time.
Track 3Workplace Benefits
Navigating Your Benefits
Open enrollment explained by someone who isn't selling anything. Best four to six weeks before enrollment.
Read Your Paycheck
Gross to net, deductions, and what your total compensation is actually worth.
HSAs and FSAs Made Simple
How health savings and flexible spending accounts work, and how to use them on purpose.
Financial and Physical Wellness
Co-created with sports dietitian Amy Goodson: money and nutrition habits built side by side.
Three workshop formats. All built for participation.
90-Minute Workshop
One topic, one exercise on your own numbers, one step to take this week.
Best for- Team training days
- A first financial wellness session
- Open enrollment prep
In person or virtual
Half-Day Workshop
Two or three topics with time to practice each, small-group exercises, and a full game plan by lunch.
Best for- Department programs
- Leadership teams
- Multi-topic education
In person or virtual
Full-Day Workshop
The complete Train Your Money build: baseline, burn rate, money map, credit, benefits, and a written plan.
Best for- Leadership and executive teams
- Building a financial wellness culture
- Annual development events
In person
Want a year-round series instead? That's what Seminars are for. Not sure which fits? Tell us about your team on the booking form and we'll recommend one.
What your people take back to work.
Your benefits only work if people use them. A workshop puts your people's own numbers in front of them, explains the benefits they already have without judgment, and sends everyone back to work with one step. Want to go deeper? Pair it with a keynote for the whole company and seminars for the teams that need more.
A reason to stay
Financial stability supports long-term career commitment.
Benefits people actually use
Including the 401(k) match, explained in the room.
Less money stress at work
The five hours a week people spend on money worries is where this starts.
A session people thank you for
Money explained without judgment, often for the first time.
“Hillary helped us reimagine client education by using a strength training approach to build financial habits. Her creative keynotes, collaboration, and follow through made her an outstanding partner.”
Bringing a workshop to your team takes three steps.
01. Request a workshop
Fill out the booking form. Our team replies within one business day.
02. Pick the topic and format
A short call to match a track and format to your team, benefits, and industry.
03. Hillary delivers
Your team gets pre-session details, Hillary runs the room, and everyone leaves with the Starter Playbook and one committed step.
Our team confirms your format, topic, audience size, 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 can a financial wellness workshop cover?
Cash flow and budgeting, credit and debt, investing basics, employee benefits and open enrollment, money and relationships, variable income for sales teams, and money as a performance issue for leaders. Every session can be customized around your workforce's real decisions.
Are the workshops hands-on or a presentation?
Hands-on. Every participant works on their own numbers in the room: a burn rate, a month of money mapped on one page, and the decision they've been putting off. Hillary teaches, then the room does the reps.
What formats are available?
90-minute, half-day, and full-day. The 90-minute and half-day run in person or virtually; the full day runs in person. Want a year-round series? That's what Seminars are for.
How do financial wellness workshops benefit the employer?
Employees bring money stress to work, and it shows up in focus, decisions, and how long people stay. A workshop gives them a plan they can use, helps them use the benefits you already pay for, and shows them their employer cares about more than the job.
Can the workshop be customized for our industry or benefits?
Yes. Every workshop is built around your workforce: your pay structure, your benefits, and your industry. Hillary learns your team on a short call before the session.
Do workshops work for employees at different income levels?
Yes. The exercises run on each person's own numbers, so they fit a new hire and a senior leader in the same room. Uncertainty about money shows up at every income level.
What do participants take home?
The Train Your Money Starter Playbook, the worksheets from the session, and one step they've committed to.
How do we schedule a workshop?
Fill out the booking form. Our team replies within one business day to confirm the format, topic, audience size, and date.
Most organizations start with a workshop and grow from there.
Keynotes
Bring Hillary to the whole company or your conference stage. Five keynotes, 45 to 90 minutes.
Your people can handle their money. Let's give them the reps.
A workshop is where belief turns into practice. Tell us about your people and our team will be in touch within one business day.
Bring a workshop 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