Financial Literacy WorkshopSonia Polius
I deliver engaging, hands-on financial literacy workshops that equip your employees with the tools they need to manage their money effectively. My personalized follow-up support ensures lasting results, helping them achieve their financial goals and improve their overall well-being.
What's included
Financial Health Checklist
A checklist to assess their current financial situation and identify areas for improvement.
Budgeting Template
A customizable Excel or Google Sheets template for personal budgeting.
Investment and Retirement Planning Worksheets
Tools to help plan and track investments and retirement savings.
Reading List
Recommended books and articles on personal finance and financial literacy.
Online Resources
A curated list of websites, blogs, and tools for further learning and financial management.
Financial Tools and Apps
Recommendations for apps and software that can help with budgeting, saving, investing, and credit monitoring.
One-on-One Coaching Offer
Information on how to schedule a personal financial coaching session with the facilitator.
FAQs
The workshop is designed for employees of all levels, regardless of their prior financial knowledge. It is especially beneficial for those looking to improve their personal financial management skills.
The workshop is 4 hours long, including short breaks and interactive activities.
The workshop covers financial foundations, budgeting and saving, managing debt and credit, basic investing, retirement planning, and insurance.
Yes, the workshop includes interactive activities such as budgeting exercises, credit score simulations, and investment games to ensure participants can apply what they learn.
Yes, there will be short breaks to ensure participants remain engaged and comfortable throughout the session.
Participants will receive workshop materials, personal financial assessment tools, outputs from interactive exercises, a resource compendium and optional follow-up support.
Yes, participants will have access to a follow-up email series with additional tips and resources, as well as the opportunity to schedule one-on-one coaching sessions.
Registration details will be provided by your employer. Typically, this involves signing up through an internal system or contacting the HR department.
You do not need to bring anything specific. However, bringing a notebook and pen or a laptop/tablet for note-taking can be helpful.
The workshop is typically sponsored by the employer, so there is no cost for employees to attend.
Yes, the workshop can be tailored to meet the specific needs and interests of your organization and its employees.
Participants will be given feedback forms at the end of the workshop to share their thoughts and suggestions.
Contact for pricing
Tags
Microsoft Excel
Microsoft PowerPoint
Coach
Financial Consultant
Service provided by
Sonia Polius St Lucia
Financial Literacy WorkshopSonia Polius
I deliver engaging, hands-on financial literacy workshops that equip your employees with the tools they need to manage their money effectively. My personalized follow-up support ensures lasting results, helping them achieve their financial goals and improve their overall well-being.
What's included
Financial Health Checklist
A checklist to assess their current financial situation and identify areas for improvement.
Budgeting Template
A customizable Excel or Google Sheets template for personal budgeting.
Investment and Retirement Planning Worksheets
Tools to help plan and track investments and retirement savings.
Reading List
Recommended books and articles on personal finance and financial literacy.
Online Resources
A curated list of websites, blogs, and tools for further learning and financial management.
Financial Tools and Apps
Recommendations for apps and software that can help with budgeting, saving, investing, and credit monitoring.
One-on-One Coaching Offer
Information on how to schedule a personal financial coaching session with the facilitator.
FAQs
The workshop is designed for employees of all levels, regardless of their prior financial knowledge. It is especially beneficial for those looking to improve their personal financial management skills.
The workshop is 4 hours long, including short breaks and interactive activities.
The workshop covers financial foundations, budgeting and saving, managing debt and credit, basic investing, retirement planning, and insurance.
Yes, the workshop includes interactive activities such as budgeting exercises, credit score simulations, and investment games to ensure participants can apply what they learn.
Yes, there will be short breaks to ensure participants remain engaged and comfortable throughout the session.
Participants will receive workshop materials, personal financial assessment tools, outputs from interactive exercises, a resource compendium and optional follow-up support.
Yes, participants will have access to a follow-up email series with additional tips and resources, as well as the opportunity to schedule one-on-one coaching sessions.
Registration details will be provided by your employer. Typically, this involves signing up through an internal system or contacting the HR department.
You do not need to bring anything specific. However, bringing a notebook and pen or a laptop/tablet for note-taking can be helpful.
The workshop is typically sponsored by the employer, so there is no cost for employees to attend.
Yes, the workshop can be tailored to meet the specific needs and interests of your organization and its employees.
Participants will be given feedback forms at the end of the workshop to share their thoughts and suggestions.
Contact for pricing