Programs for Organizations

Invest in Your Employees. Strengthen Your Organization.

Financial stress doesn't stay at home; it follows employees into the workplace and can affect concentration, productivity, engagement, absenteeism, and overall well-being.

The Center for Financial Literacy partners with organizations to deliver engaging and practical financial education that helps employees build confidence, reduce financial stress, and develop skills that support long-term financial well-being.

Our programs are educational, interactive, and completely independent. We do not sell financial products or services, allowing participants to learn in a comfortable, unbiased environment focused entirely on education.

Why Employee Financial Wellness Matters

Financial well-being is an important part of overall employee wellness. When employees better understand budgeting, credit, saving, debt management, retirement planning, and other financial topics, they are often better equipped to make informed decisions both personally and professionally.

Organizations that invest in employee development demonstrate a commitment to supporting their workforce beyond the workplace, helping employees build knowledge and confidence that can benefit them throughout their lives.

Our Programs

Rather than offering a one-size-fits-all solution, we customize each program to meet your organization's goals and workforce needs.

  • Help employees begin their careers with confidence.

    Topics include:

    • Understanding employee benefits

    • Health Savings Accounts

    • Retirement plans

    • Creating a spending plan

    • Building credit

    • Student loan strategies

    • Saving for future goals

    Ideal for onboarding programs.

  • A comprehensive employee education program covering practical financial topics throughout the year.

    Topics may include:

    • Budgeting and Cash Flow

    • Building Emergency Savings

    • Understanding Credit

    • Managing Debt

    • Retirement Readiness

    • Investing Fundamentals

    • Insurance Basics

    • Identity Theft & Fraud Prevention

    • Home Buying

    • College Planning

    • Estate Basics

    • Preparing for Major Life Events

    Available as:

    • Monthly series

    • Quarterly workshops

    • Annual wellness programs

    • Lunch-and-Learn sessions

  • Programs supporting employees during significant life transitions, including:

    • Marriage

    • Divorce

    • Growing a family

    • Caregiving responsibilities

    • Homeownership

    • Career changes

    • Retirement

  • One opportunity to stand out is to expand beyond personal finance into broader professional development topics that strengthen employees as individuals. This creates a more comprehensive learning portfolio and allows organizations to work with one provider for multiple development needs.

    Examples include:

    Financial Literacy

    • Budgeting and money management

    • Credit and debt

    • Retirement planning

    • Financial resilience

    • Fraud and identity protection

    Professional Skills

    • Time management

    • Goal setting

    • Communication fundamentals

    • Emotional intelligence

    • Critical thinking and decision-making

    • Stress management

    • Personal productivity

    Leadership Development

    • Emerging leader programs

    • Coaching fundamentals

    • Leading through change

    • Building resilient teams

    • Ethical leadershipItem description

  • Support employees preparing for one of life's biggest transitions.

    Topics include:

    • Retirement income basics

    • Medicare overview

    • Social Security education

    • Lifestyle planning

    • Healthcare costs

    • Legacy considerations

  • Every organization is different, so we offer flexible learning formats to meet your needs.

    • In-Person Workshops: Interactive instructor-led sessions hosted at your workplace.

    • Virtual Programs: Live online learning accessible from anywhere.

    • Hybrid Programs: A combination of in-person and virtual learning.

    • Lunch-and-Learn Sessions: One-hour educational programs designed to fit into the workday.

    • Multi-Session Learning Series: Comprehensive education delivered over several weeks or months.

    • Keynote Presentations: Perfect for conferences, employee appreciation events, and professional development days.

Why Organizations Partner With Us

We Are Educators

Unlike many financial wellness providers, our programs are completely educational.

That means:

  • No product sales

  • No investment recommendations

  • No commissions

  • No pressure

Our focus is helping employees understand financial concepts so they can make informed decisions that are right for their own circumstances.

We Have a Mission

Organizations partner with us to help employees:

  • Build greater financial confidence

  • Improve financial decision-making

  • Better understand employee benefits

  • Develop healthy financial habits

  • Prepare for major life events

  • Reduce financial uncertainty

  • Strengthen long-term financial capability

We Customize Our Programs

Every workforce is different.

We work with organizations to develop customized educational programs based on:

  • Industry

  • Workforce demographics

  • Organizational goals

  • Existing wellness initiatives

  • Budget

  • Delivery preferences

Whether you need a single presentation or a year-long employee financial wellness strategy, we'll build a program that meets your organization's needs.

Let’s Work Together

Please provide your contact information and a little bit about your project. We will get back to you as soon as possible.

Two people in formal business attire shaking hands during a meeting in a conference room.