Last month we finished our first personal finance workshop for company employees and had 28 participants. The idea is simple: employees that feel more confident about their financial future will be happier and more productive team members. We used MoneyCheck’s corporate-sponsored personal finance workshops as our provider to teach the course and have been thrilled with them.
Here were a few takeaways from the experience:
- The program should be facilitated by a third-party that is paid for by the company and isn’t trying to sell stuff to the employees (no one wants to sit through a class where they know they are trying to be sold something)
- Benefits of the program include employee team building, significantly greater 401k participation, and increased individual confidence
- Arrange for one-on-one time with the instructor and the employees so that more confidential and private questions can be answered outside the larger group setting
What else? Have you done a personal finance workshop and what’s been your experience?