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Empower your teams to start saving, build healthier relationships with money and boost financial resilience!
We can also help you implement pay-roll based, workplace saving schemes at no cost to you or your employees and then maximise engagement while measuring outcomes and impact.
£950 + vat | 60 Mins | Online/In-person | Unlimited Attendees | Interactive & Engaging | Recording Included | Includes our CPD Certified FinWELL Evaluation Tool | Data Insights Generated and Presented Post Workshop | Access to the FinWELL Fitness Learning Academy for 12 months
Agenda
Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool
What’s stopping us from saving and investing?
Dealing With Manageable & Unmanageable Debt
Budgeting Basics - What do you do?
Portion Controlling Your Money with the ABC Approach
Savvy Spending Habits - Top Tips
Building Emergency Funds - Why, How and How Much?
How to Manage and Save Money?
Sign up to the Workplace Savings Challenge?
Includes access to the FinWELL Fitness Learning Academy online platform for 12 months
Live Q&A
FinWELL Trainer - Justine Piercy
Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!
With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.
Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.
Empower your teams to start saving, build healthier relationships with money and boost financial resilience!
We can also help you implement pay-roll based, workplace saving schemes at no cost to you or your employees and then maximise engagement while measuring outcomes and impact.
£950 + vat | 60 Mins | Online/In-person | Unlimited Attendees | Interactive & Engaging | Recording Included | Includes our CPD Certified FinWELL Evaluation Tool | Data Insights Generated and Presented Post Workshop | Access to the FinWELL Fitness Learning Academy for 12 months
Agenda
Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool
What’s stopping us from saving and investing?
Dealing With Manageable & Unmanageable Debt
Budgeting Basics - What do you do?
Portion Controlling Your Money with the ABC Approach
Savvy Spending Habits - Top Tips
Building Emergency Funds - Why, How and How Much?
How to Manage and Save Money?
Sign up to the Workplace Savings Challenge?
Includes access to the FinWELL Fitness Learning Academy online platform for 12 months
Live Q&A
FinWELL Trainer - Justine Piercy
Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!
With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.
Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.