About this session
A configurable United States financial-wellness program combining practical everyday money skills with locally relevant education on employer benefits, healthcare, workplace retirement, U.S. investing, taxes, credit, education and first-home finances.
Employers choose the modules, depth and cadence that best fit their workforce.
What your people take away
- Choose the U.S. financial-wellness topics most relevant to employees
- Connect everyday money with employer healthcare and retirement benefits
- Build investment literacy using U.S. accounts and investment structures
- Add locally relevant tax, credit, education and homebuying education
- Measure engagement and confidence without collecting personal financial data
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- What each length covers, 30 minutes to full day
- Everything that’s covered, part by part
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What each length covers
30 minutes
30 Minutes — Key Points: Everyday moneyA focused 30-minute session on the essentials of Everyday money: money Foundations & Financial Goals: United States and cost of Living & Financial Resilience: United States.
- Money Foundations & Financial Goals: United States
- Cost of Living & Financial Resilience: United States
Covers Everyday money, in brief.
60 minutes
60 Minutes — Module 1: Everyday moneyParticipants start with everyday money: build a practical money system around U.S. take-home pay, recurring costs, financial goals and regular review.
- Module 1: Everyday money
- Live Q&A
Covers 1 of 4 parts: Everyday money.
90 minutes
90 Minutes — Modules 1 and 2: Money through workBuilds on the 60-minute session. Participants also go deeper into money through work.
- Module 1: Everyday money
- Module 2: Money through work
- Live Q&A
Covers 2 of 4 parts: Everyday money and Money through work.
3 hours
3 Hours — Modules 1 to 3: Investing, tax, borrowing and educationBuilds on the 90-minute session. Participants also go deeper into investing, tax, borrowing and education.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Investing, tax, borrowing and education
- Live Q&A
Covers 3 of 4 parts: Everyday money, Money through work and Investing, tax, borrowing and education.
Full day
Full Day — The Complete ProgramAll four modules in depth, from the first module through every deep dive, with time for each person to map what applies to them and the actions to take next.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Investing, tax, borrowing and education
- Module 4: Later life and bigger costs
- Live Q&A
Covers all 4 parts.
What’s covered
Everyday money
Every length- Money Foundations & Financial Goals: United StatesBuild a practical money system around U.S. take-home pay, recurring costs, financial goals and regular review.
- Cost of Living & Financial Resilience: United StatesRespond to pressure from housing, healthcare, insurance, food, transportation and other essential costs while building greater financial flexibility.
Money through work
90 minutes and longer- Employee Benefits: United StatesUnderstand the employer's total package, what the company contributes and which health, retirement, insurance, leave or other benefits require employee action.
- Healthcare Money: Plans, HSAs, FSAs & HRAsUnderstand the financial mechanics behind U.S. employer health plans and make more informed decisions about premiums, cost sharing and healthcare accounts.
- Workplace Retirement: 401(k), 403(b), 457(b) & Employer MatchMake workplace retirement visible — from employer contributions and matching to vesting, contribution choices, fees and beneficiaries.
Investing, tax, borrowing and education
3 hours and longer- Investing in the United States: IRAs, Brokerage Accounts, ETFs, Mutual Funds & TreasuriesUnderstand the main U.S. investment structures employees encounter and compare them using risk, diversification, fees, liquidity and tax context.
- Taxes, Paychecks & Tax-Advantaged Benefits: United StatesUnderstand U.S. paycheck withholding, tax documents and the tax questions created by retirement, healthcare and workplace benefits.
- Credit & Debt in the United StatesUnderstand U.S. credit information, borrowing costs and repayment decisions without chasing a single credit-score number.
- First Home Financial Planning: United StatesBuild the complete financial picture behind buying a first U.S. home — from down payment and mortgage to closing costs, taxes, insurance and post-closing cash.
- Paying for Education: 529s, Financial Aid & Student LoansUnderstand the main U.S. education-funding routes, from 529 savings and employer tuition support to federal aid and student loans.
Later life and bigger costs
Full day only- Retirement Planning: Core Principles & Strategies - USAGo beyond workplace-plan navigation into deeper U.S. retirement planning, income goals and long-term retirement strategy.
- Healthcare Financial Planning - USAGo deeper into U.S. healthcare costs, insurance choices and longer-term healthcare financial planning.
- Government Benefits: United StatesUnderstand the U.S. public-benefit systems that may become relevant at different stages of working life.
- Understanding Stock Options and Equity Compensation - USAUnderstand RSUs, stock options, ESPPs and other employee equity without treating company shares like ordinary cash compensation.
- Roth IRA: Building Tax-Free Retirement WealthGo deeper into Roth IRA eligibility, contribution and retirement-planning considerations within the U.S. system.
Tools and materials
- Participant worksheets and private action tools
Who it’s for
- U.S. HR, Benefits and Total Rewards teams
- Employers with employees across multiple U.S. states
- Graduate and early-career financial-wellness programs
- Mid-career and family financial-wellness programs
- Benefits-awareness and annual-enrollment campaigns
- Financial-resilience and cost-of-living initiatives
- Retirement and employer-match awareness campaigns
- Homebuying, education and major-life-goal financial education
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Financial Wellness Program: United States
How long is Financial Wellness Program: United States?
Financial Wellness Program: United States runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Everyday money: money Foundations & Financial Goals: United States and cost of Living & Financial Resilience: United States. A 60-minute session covers Everyday money in full, with a live Q&A. A 90-minute session adds Money through work. A 3-hour session adds Investing, tax, borrowing and education. A full-day session adds Later life and bigger costs.
Can Financial Wellness Program: United States be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Financial Wellness Program: United States?
Create a free Workbliss profile with your work email, then open Financial Wellness Program: United States to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.