BRING WEALTHKIND TO WORK

CORPORATE PROGRAMMING

VIRTUAL OR IN-PERSON
CUSTOM PRICING ON REQUEST

INVEST IN YOUR TEAMS’ FUTURE

Financial stress can impact employees' well-being, productivity, and job satisfaction.
Our workshops empower your employees financially to change how they feel about work.

OUR APPROACH

  • Workshops are tailored to meet your company's and employees' specific needs. We create custom sessions on topics such as 401-k plans, maximizing corporate benefits, and empowerment through financial literacy.

  • We are seasoned financial experts with a passion for teaching. Our content is accessible and we deliver it with gusto. This isn't a boring finance class.

  • Our engaging teaching methods ensure retention and application of information. We use real world portfolio examples, personal stories, and compelling data to connect with our participants.

  • Our method addresses both technical and emotional aspects of financial wellness. We know that money confidence comes from improving your money mindset and personal finance know-how.

  • The relationships we build with our clients evolves and grows. We are constantly expanding ours resources to continue the financial wellness journey.

COMPANY BENEFITS

HOW EVERYONE WINs

Workshop Topics

  • Company-Specific Retirement Options & How to Optimize

  • Financial Wellness Principles Implementation

  • Smart Budgeting + Saving

  • Investing 101

  • Stock Market Basics

  • Planning for Financial Independence

  • Creating a Rich Life Vision

    Custom sessions also available by request

JUST A FEW OF OUR

EMPOWER YOUR TEAM

Partner with Wealthkind for corporate workshops that show you care about your employees’ financial wellness.

Questions?
Book an introduction call with us today to learn more or book your customized workshop.