How to Create a Free Financial Wellness Week For Your Employees

Understanding our personal  finances —  how to budget, save, pay off, spend, and invest wisely — is essential for everyone, including your employees. Financial wellness is a growing concern of employees and the Culture and HR managers that we speak to on a daily basis. Beyond our one-on-one coaching and accountability programming, The Gym has numerous free resources from blog posts to webinars to a web0-series and podcasts — available to create an engaging and educational financial wellness week for your employees. 

Below is an example of how you can create a varied financial wellness week for your employees on a budget! 

Day 1 

Have employees watch our webinar Are You Financially Fit? This is a wonderful foundational webinar where employees will learn about the six numbers they need to know to be financially fit including the amount of investments they should have, why a credit score is important and what percent yoru debt to income ratio should be (and what it is!) 

Day 2 

Watch the episode “Medical Math” from our web series, Financially Naked. Have employees meet in a group to discuss themes and topics the episode brings up including: intersectionality and how it shapes your financial opportunities; medical debt; the Black tax, and finances and race. 

Day 3 

Employees can tune into our free weekly Wine and Learn webinars at 6pm ET. Topics vary from Investing 101 to “Aligning Your Money with Your Values” to “The Cost of a Pet.” These are interactive and allow plenty of time for Q&A. 

Bonus Tip: Have employees create a Money Cocktail or mocktail that they’ll be drinking during the session.  Most creative cocktail name wins! 

Day 4 

Share the Financially Free blog in your Slack channel as a resource for employees. Ask employees to share a blog that they found interesting in Slack. 

Day 5 

Suggest employees listen to the financial anxiety episode or a financially naked episode of Martinis and Your Money. Leave some open ended questions in Slack to spark a  discussion. 

Download your free Financial Wellness Week Guide below: 

Learn about our corporate financial trainings here.

Find time to speak with a Financial Gym Advisor and learn how we can help you.

Picture of The Financial Gym Advisors Team

The Financial Gym Advisors Team

Financial wellness expert helping people build healthier relationships with money.

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