FinWELL Workshop Topics & Themes
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We offer interactive group workshops covering a range of themes and topics along life’s financial journey.
This creates psychologically safe spaces giving your people a unique and engaging learning experience while also improving culture by bringing employee and leadership teams together to #TalkAboutMoney. Unsure what your people want? We can help you plan a data driven programme of activity by measuring the financial wellbeing of your workforce and establishing their key areas of focus. |
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Get a taste of our online workshops?
Watch a short video recording to see what our interactive workshops are all about.
Then scroll down to see our most popular topics and themes and meet our trainers. |
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Most Popular Workshops
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Money Management Deeper Dive
A closer look at the first of our five key areas of focus along life's financial journey. This covers dealing with debt, basic budgeting, spending habits, emotional triggers, the psychology or money, emergency funds and neurodiversity. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Breakthrough Budgeting
Due to popular demand and feedback from other sessions we've designed an engaging and interactive workshop where we will go through a live budgeting case study including complimentary budgeting tools and resources to get on top of your money, take back control and start making savings. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Protecting What's Important
This session will explain the areas you'll need to consider when it comes to protecting your income, your family and your future against both the unexpected and the inevitable. We will share real life case studies to maximise relevance and impact. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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The Property Ladder
Join qualified and experienced professionals to understand how you can get onto the property ladder, make informed decisions around mortgages and possibly become mortgage free on your terms. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Money Matters For Children and Parents
Join our experts to 'go back to school' and learn the basics around money and investing while also being able to then teach your children or grandchildren. Online | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Investing for your Future
Join qualified and experienced professionals to learn about the basics of investing in a new and engaging way. This will cover getting investment ready, the basic options and the power of compounding with real life examples and case studies. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Modern Retirement Planning
Join experienced professionals and industry leaders in this interactive session to understand how people are planning for and enjoying a more modern retirement. This will include real life case studies and examples empowering you to take action. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Money Matters & The Menopause
We're delighted to support employees and leadership teams around the very real challenges created by both the menopause and also the financial anxiety, pressures and implications it can cause.
Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
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Leadership TrainingThis is your opportunity to combine mental and financial wellbeing training upskill your Leadership, Management, HR & Wellbeing Team, Champions and Mental Health First Aiders.
We'll look at spotting the signs, encouraging empathetic conversations, effective signposting, neurodiversity and financial abuse within your teams. |
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Financial Abuse Specialist TrainingWith an increase in the identification of cases of financial abuse and coercive control, there has never been a greater need to protect those who sadly fall victim to it.
HR Managers, Wellbeing Leads, Champions & Mental Health First Aiders are perfectly placed to help support employees through this traumatic journey. |
MEET OUR SPEAKERS & TRAINERS
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Ryan Briggs
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Justine Piercy
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Mark Humphrey
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Lucy Wallington
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Nuz Chagan
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Katrin Viella
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John Piercy
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Tracey Taylor
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WHAT DO PEOPLE SAY?
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Hannah - Hays
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Neisha - Sutton Council
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Natalie - Babcock
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Nicky - A2Dominion
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“Don't wait until tomorrow to sort out your financial wellbeing for unexpected life incidents. The session was very informative, it was perfect."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"I loved that the session was interactive. I felt relaxed about sharing some tips I have and also asked about what I could do to help myself. It's a reminder that no matter what you earn, managing your money is so important – whatever you want it for or what situation you are in."
“I liked the fact that the information was clearly presented with helpful resources recommended to us. People should attend the session to better understand what help and guidance is available. I didn’t feel like the session could actually be improved really – it was helpful and concise, and it was good to be able to interact and share our experiences and concerns.”
“My favourite thing was the collaborative aspect and getting attendees involved. People should attend this session to get a better understanding of the help that’s available and to know you’re not alone in having money worries.”
“I liked the fact that the information was clearly presented with helpful resources recommended to us. People should attend the session to better understand what help and guidance is available. I didn’t feel like the session could actually be improved really – it was helpful and concise, and it was good to be able to interact and share our experiences and concerns.”
“My favourite thing was the collaborative aspect and getting attendees involved. People should attend this session to get a better understanding of the help that’s available and to know you’re not alone in having money worries.”
“The session was very informative especially the estate part. It was also great that they talked abut how important it is to have a Will in place.”
“This was an excellent presentation with plenty of interaction from the audience. All questions asked received an answer.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”
FinWell offers financial wellbeing services through education, guidance and support.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partner providers.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partner providers.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
COMPANY NUMBER: 14126502
PRIVACY NOTICE