Financial Workshops

The Road to Financial Wellness focuses primarily on changing financial behaviors through financial knowledge in money mindset, budgets, credit usage, debt freedom, and income strategy.

You can view and download our free seminars for your personal use. Our workshops are available for lifetime licenses to credit unions, community banks, and non-profits.

Financial workshops presented or co-hosted by favicon phroogal phroogal are available. Inquire here.

Our financial workshops include:

  • Presentation Slides (15)
  • Workbook (slides with notes, 5 additional informational pages)
  • Worksheets
  • How to run a successful wellness event (ice breakers, food/drink prep, supplies needed)
  • Quiz
  • Training Workbook – get the full details to teach the class
  • Conversation/Questions Tip Sheet
  • Social Media Posts (10 tweets, 10 memes)
  • Session Follow-up Questionnaire template

Available Financial Workshops

Following workshops are available for presentation by us or licensing for your use.

Financial Wellness: Achieving your Financial and Life Goals

A thought-provoking and emotional journey to understand your relationship with money for better health and wealth. You’ll learn a framework to enhance your financial knowledge, improve your financial behaviors, and help you achieve your goals.

Credit Reports and Credit Scores: Become a Credit Master

Understand why credit may be necessary to achieve your goals. Learn how to master credit without getting into long-term debt. In the workshop, you’ll learn about credit reports, factors that impact credit scores, and ways to improve your credit life.

Create a Spending Plan: Allocating your Money to Live Well

Learn how to create a spending plan to achieve your dream lifestyle. You’ll learn about budget fundamentals, methods, and tips to stay motivated. You’ll create a roadmap to buy things you want and need today, while allocating money for future purchases.

Debt Freedom: Strategies to Eliminate Debt Forever

Break the debt mindset and remove the debt ball-and-chain forever. Learn different strategies to pay off credit card debt, student loans, and other debts. The workshop also covers consolidation, refinancing, counseling, and legal alternatives.

Interested in licensing these financial workshops?
Get More Info
One Workshop
  • Lifetime License
  • Co-brand
  • Presentation Slides
  • Ebook
  • Worksheets
  • Trainer Guidebook
$999/set of 3
3 Workshops
  • Lifetime License
  • Co-brand
  • Presentation Slides
  • Ebook
  • Worksheets
  • Trainer Guidebook
  • 30 Minute Training Session
  • Email Support
Custom Plan
  • Purchase all 4 workshops
  • Get an onsite training session
  • Host a financial wellness series
  • Receive marketing support
  • Business Development support
  • Community Outreach
Learn More