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Upskill your employees with the financial skills that matter most — budgeting, debt management, investing, and long-term wealth building
Financial literacy isn’t just about numbers — it’s about confidence, focus, and peace of mind. When employees feel secure with money, they show up differently at work and in life.
⏰ Time drain: Employees lose up to 7 hours per week worrying about money while at work. (BridgeOver)
🧠 Mental wellbeing: Nearly 1 in 3 employees say financial stress directly lowers their confidence and increases anxiety. (CFO.com)
🔒 Stability: Workplaces that provide financial wellness resources see stronger employee engagement and retention. (Purposeful Finance)
Flat session fees based on group size and format.
Flat rate per hour for 1-1 chats with employees with bulk packages available.
Share your headcount and preferred topics and we’ll quote within 24 hours.
Please reach us at support@theinvestingconcierge.com if you cannot find an answer to your question.
Yes—examples and exercises are tailored to your audience.
20–200. For larger groups we run webinar format.
Absolutely—we can create a series running across several weeks.
Yes—attendees receive resources after the session.
Both. We match your needs and locations.
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