Financial wellness workshops for employees
Financial wellness workshops your employees will actually use.
Two 60-minute live workshops that give your employees peace of mind about money, taught by independent educators who never sell financial products.
PwC 2026 Employee Financial Wellness Survey
Financial stress shows up at work
- 59%of employees are stressed about their finances
- 53%have less than $5,000 in emergency savings, and 30% have less than $1,000
- 48%are highly motivated to learn money skills
Source: PwC 2026 Employee Financial Wellness Survey
Two workshops, real peace of mind
- Workshop 1
Build Your Safety Net
From financial stress to a safety net they understand.
Participants leave with:
- Their emergency fund number
- A first savings milestone
- How to put their savings on autopilot
- Workshop 2
Grow Your Money
Investing and retirement accounts, demystified.
Participants leave with:
- Why investing matters
- How an employer match works
- Which account each goal belongs in
60 minutes · live virtual · up to 100 participants · Book both as a 2-part series.
Every workshop is quoted for your team's size and format. Request a quote, and we'll walk you through the options on a 15-minute call.
In-person sessions are available on request.
Request a quoteWhat's included
- Kickoff call with your team
- Ready-to-send invite copy
- Participant worksheet
- Live session with Q&A
- Anonymous exit survey
- One-page impact report within 5 business days
Why Wealthkind
Independent
We don't sell products, manage money, or take referral fees.
Practical
Every session is useful, clear, and never a pitch.
Judgment-free
Built from years of teaching women, and the approach works for everyone.
About the founders
Wealthkind was founded by Lexi Sidle and Delana Bristow. Lexi brings a finance degree, a master's in international business, and experience working in finance in NYC. Delana, a former Teach for America educator, designs how Wealthkind teaches. Together they've taught personal finance to women, high school students, and teams.
Clients and partners
FAQ
Questions from HR and People teams
No, the workshops are education, and we never recommend specific investments or products.
No. Everyone is welcome, and women's ERGs love the workshops.
The workshops are live and virtual. In-person sessions are available on request, and we'll quote them on our call.
4–8 weeks.
Yes. You're welcome to record the workshop for your team.
Bring a financial wellness workshop to your team this spring.
A 15-minute call is all you need to see whether the workshops fit your team, and we'll share the full menu of options on that call.