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.
- 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.
Live online or in person · 30 minutes to full day - Advanced Digital Subscriptions: Smart Management & Savings
For anyone whose streaming, app and software subscriptions are quietly adding up.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Advanced Shopping Strategies: Smart Digital Spending
For anyone who shops online and wants to spend smarter without chasing every deal.
Live online or in person · 30 minutes to full day - Advanced Smart Home: Digital Living & Savings
For anyone considering smart home technology who wants to know what will actually save money.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Budget-Smart Food Shopping: Healthy Eating Guide
For anyone who wants to eat well while keeping grocery bills under control.
Live online or in person · 30 minutes to full day - Building An Emergency Fund
For employees who want a realistic plan for building savings to cover the unexpected.
Live online or in person · 30 minutes to full day - Building Better Money Habits
For employees who want everyday money habits that stick, even when life gets busy.
Live online or in person · 30 minutes to full day - Building Credit Score
For employees who want to build or rebuild their credit history with steady, practical steps.
Live online or in person · 30 minutes to full day - Building Financial Resilience
For employees who want their finances to hold up better when life changes unexpectedly.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Coping with Financial Stress
For employees under money pressure who want to take practical steps without being consumed by worry.
Live online or in person · 30 minutes to full day - Daily Money Habits: Finding Your Hidden Spending
For employees who want to see where their money really goes day to day.
Live online or in person · 30 minutes to full day - Dealing with the Cost of Living Crisis
For employees feeling the squeeze of rising costs who want practical ways to adjust.
Live online or in person · 30 minutes to full day - Debt Payoff Hacks
For employees who want a clear, realistic plan for paying down debt.
Live online or in person · 30 minutes to full day - Developing a Positive Money Mindset
For anyone who wants to feel calmer and more in control when making money decisions.
Live online or in person · 30 minutes to full day - Digital Declutter: Organizing Your Financial Life
For employees who want their financial accounts and documents organized and easy to find.
Live online or in person · 30 minutes to full day - Employee Benefits: Australia
For employers in Australia who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Canada
For employers in Canada who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: European Union
For employers with staff across EU countries who want benefits explained clearly, country by country.
Live online or in person · 30 minutes to full day - Employee Benefits: France
For employers in France who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Germany
For employers in Germany who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Hong Kong
For employers in Hong Kong who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: India
For employers in India who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Ireland
For employers in Ireland who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Italy
For employers in Italy who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Japan
For employers in Japan who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Singapore
For employers in Singapore who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Spain
For employers in Spain who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: Switzerland
For employers in Switzerland who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: United Kingdom
For employers in the UK who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - Employee Benefits: United States
For employers in the US who want employees to understand the full value of their benefits package.
Live online or in person · 30 minutes to full day - ESG and Sustainable Investing
For employees who want their investments and pension choices to reflect their values.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Financial Freedom Hacks
For employees who want more financial choice and flexibility in their working life.
Live online or in person · 30 minutes to full day - Financial Planning for Life Changes
For employees facing a major life change who want their finances ready for it.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Asia Pacific
For employers who want one coordinated financial wellness program across several Asia Pacific markets.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Australia
For employers in Australia who want a financial wellness program built around local decisions.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Canada
For employers in Canada who want a financial wellness program built around local systems.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Mexico
For employers in Mexico who want a financial wellness program built around local systems.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Spain
For employers in Spain who want a financial wellness program tailored to the Spanish system.
Live online or in person · 30 minutes to full day - Financial Wellness Program: Switzerland
For employers in Switzerland who want a financial wellness program tailored to the Swiss system.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Financial Wellness Program: United States
For employers in the US who want a financial wellness program built around local systems.
Live online or in person · 30 minutes to full day - First Job, First Taxes: A Gen Z Guide
For early-career employees who want to understand what tax does to their first paychecks.
Live online or in person · 30 minutes 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.
Live online or in person · 60 minutes - Gen Z Financial Anxiety: Cost of Living, Debt and Building Security
For early-career employees under money pressure from debt, housing and living costs.
Live online or in person · 30 minutes to full day - Global Remote Workforce: Financial Success Guide
For remote and internationally distributed employees managing the money side of working across locations.
Live online or in person · 30 minutes to full day - Government Benefits: Australia
For employers in Australia who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Canada
For employers in Canada who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: France
For employers in France who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Germany
For employers in Germany who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Hong Kong
For employers in Hong Kong who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: India
For employers in India who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Ireland
For employers in Ireland who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Italy
For employers in Italy who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Japan
For employers in Japan who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Mexico
For employers in Mexico who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Singapore
For employers in Singapore who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Spain
For employers in Spain who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: Switzerland
For employers in Switzerland who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: United Kingdom
For employers in the UK who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Government Benefits: United States
For employers in the US who want employees to understand government support as their lives change.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Australia
For employers in Australia who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Canada
For employers in Canada who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - France
For employers in France who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Germany
For employers in Germany who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - India
For employers in India who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Ireland
For employers in Ireland who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Italy
For employers in Italy who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Japan
For employers in Japan who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Mexico
For employers in Mexico who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Singapore
For employers in Singapore who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Spain
For employers in Spain who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes to full day - Healthcare Financial Planning - Switzerland
For employers in Switzerland who want employees to understand healthcare costs and how to plan for them.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Managing Credit and Debt Responsibly
For employees who want to understand borrowing costs and manage existing debt with a clear plan.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Maximizing Your Employee Benefits Package
For employees who want to understand their benefits and make full use of what's available.
Live online or in person · 30 minutes to full day - Maximizing Your Purchasing Power
For employees who want to compare real prices and make purchases that fit their budget.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 60 minutes - Money Management 101
For employees who want a clear starting point on pay, banking, spending, saving and borrowing.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Retirement Planning - Australia: Superannuation and SMSF
For employees in Australia who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Canada: RRSP and TFSA Optimization
For employees in Canada who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Retirement Planning - Germany: GRV, bAV & Private Vorsorge
For employees in Germany who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Retirement Planning - India: EPF, NPS, and Beyond
For employees in India who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Ireland: State Pension and PRSAs
For employees in Ireland who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Italy: INPS & Complementary Pensions
For employees in Italy who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Japan: National and Corporate Pensions
For employees in Japan who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Mexico: AFORE and Private Plans
For employees in Mexico who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Singapore: CPF and SRS
For employees in Singapore who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Spain: State and Occupational Pensions
For employees in Spain who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes to full day - Retirement Planning - Switzerland: Three-Pillar System
For employees in Switzerland who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Retirement Planning: Core Principles & Strategies - USA
For employees in the US who want to understand their retirement options and plan ahead.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Shared Finances Made Simple: A Modern Guide
For employees sharing costs with roommates, friends or groups who want fair, simple systems.
Live online or in person · 30 minutes 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.
Live online or in person · 60 minutes - Smart Homeownership: Managing Your Mortgage and Building Wealth
For homeowners who want to manage their mortgage well and build equity over time.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Social Life & Savings: Having Fun on a Budget
For employees who want an active social life without derailing their finances.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Australia
For employees in Australia who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Canada
For employees in Canada who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: France
For employees in France who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Germany
For employees in Germany who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Hong Kong
For employees in Hong Kong who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: India
For employees in India who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Ireland
For employees in Ireland who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Japan
For employees in Japan who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Mexico
For employees in Mexico who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Singapore
For employees in Singapore who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Spain
For employees in Spain who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: Switzerland
For employees in Switzerland who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: United Kingdom
For employees in the UK who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes to full day - Tax Planning Essentials: United States
For employees in the US who want to understand their taxes and plan with confidence.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Australia
For employees in Australia who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Canada
For employees in Canada who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - France
For employees in France who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Germany
For employees in Germany who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - India
For employees in India who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Ireland
For employees in Ireland who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Mexico
For employees in Mexico who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Singapore
For employees in Singapore who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - Spain
For employees in Spain who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Share Schemes and Equity Compensation - UK
For employees in the UK who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes to full day - Understanding Stock Options and Equity Compensation - USA
For employees in the US who receive equity from their employer and want to understand it before acting.
Live online or in person · 30 minutes 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.
Live online or in person · 30 minutes to full day - Workplace Restructuring: Financial Readiness Through Change
For employees facing restructuring who want to prepare financially before the outcome is known.
Live online or in person · 30 minutes to full day
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