Corporate Financial Wellness Workshops for Employees


Patti Handy
Financial Coach, Certified Executive Coach

Almost 6 out of 10 workers, say finances is the top cause of stress in their lives.
 of financially stressed workers admit that money issues have been a distraction at work.
of employees say they want help with their finances.
The primary objective of our Corporate Financial Wellness Workshop is to enhance the financial literacy and well-being of your employees.
By providing them with the knowledge, strategies, and resources to manage their finances more effectively, we aim to improve their overall financial health, reduce stress, and enhance their job satisfaction and performance.
As financial stress can significantly impact employee productivity and well-being, we propose a comprehensive Corporate Financial Wellness Workshop aimed at equipping your employees with the necessary tools and knowledge to navigate their personal finances effectively.
Our workshop will foster a culture of financial well-being within your organization, empowering employees to make informed decisions, achieve their financial goals, and reduce financial stress.
Note: I do not sell financial products. This workshop is for educational purposes only.
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Workshop Topics

1. Understanding

Personal Finance Basics

  • Introduction to financial literacy and its impact on well-being
  • Budgeting and expense tracking techniques
  • Building an emergency fund and managing debt effectively
  • Introduction to saving and investing

2. Managing

Credit and Debt

  • Understanding credit scores and reports
  • Strategies for managing and reducing debt
  • Responsible credit card usage and avoiding pitfalls
  • Debt consolidation and refinancing options

3. Investing and

Wealth Building

  • Introduction to investment options (stocks, bonds, mutual funds, etc.)
  • Risk tolerance assessment and diversification strategies
  • Understanding investment vehicles (IRA, brokerage accounts, etc.)
  • Long-term wealth building and retirement savings strategies

4. Navigating Financial Challenges

  • Coping with unexpected financial hardships
  • Strategies for managing financial stress and anxiety
  • Resources for seeking professional financial advice
  • Building resilience and adapting to financial changes

5. Understanding Our Money Story and

Our Relationship With Money

An often-overlooked topic, yet it is crucial to our financial foundation.
  • How our limiting beliefs are affecting our financial health. 
  • Learning how to identify what needs to be ‘unlearned.’
  • Money Mindset

6. Mortgages 101

and the Home Buying Process

  • The breakdown of what lenders look for in qualifying a home buyer.
  • Nuts and bolts of the mortgage process

Benefits for the Company

  • Improved employee satisfaction, engagement, and productivity
  • Reduced financial stress and absenteeism
  • Enhanced company culture and loyalty
  • Attraction and retention of top talent
  • Positive impact on overall organizational performance
Our Corporate Financial Wellness Workshops are offered virtually and can be tailored to suit your organization's needs. If you are in Los Angeles County and prefer an in-person program, we can accommodate this as well. We offer various formats, including:
  • Series of workshops: A modular approach, spread over several sessions, allowing employees to focus on specific topics of interest. (6-sessions, 60 minutes per session program, to include all topics noted above) or...
  • One 90-minute workshop, covering one or two topics, depending upon which topics are chosen.
  • I also offer private 1:1 coaching to your team members. We meet twice per month, for a 3-month minimum.
Book a call with Patti
By investing in the financial wellness of your employees, you create a positive and supportive work environment that fosters their personal growth and financial stability.
Our comprehensive Corporate Financial Wellness Workshops aims to equip your employees with the knowledge, skills, and confidence to make informed financial decisions, reduce stress, and achieve their long-term goals. Let us partner with you to build a financially resilient workforce and drive success for your organization.
My Gift to You
  • Employees are eligible for a $200 discount off my online program, Minding Her (Your) Money.
  • In addition, they will each receive a PDF version of my book, Money Rules 101 - Master Your Money Before It Masters You
Book a call with Patti

About Patti Handy

After spending a combined 20 years as a Financial Advisor, Mortgage Advisor and Banker, I decided to pursue my dream of Financial Coaching. I'm a teacher at heart and I love to educate and empower individuals with money smarts!
Understanding that money can be an overwhelming topic for many, I'm audaciously passionate about creating financial confidence when it comes to your well-being. This has been the catalyst to follow my passion of empowering and educating individuals in their financial journey.
I am a Certified Executive Coach, Certified Life Coach, hold a Real Estate Brokers license and published author of four books.
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