Build a More Confident Team

Empower your employees to move forward in their financial futures with a series of immersive workshops that benefit every individual.

Interactive Workshops for Your Workplace

In Good Company workshops focus on financial topics that matter most to your employees. From investment strategy to retirement planning, these hassle-free workshops meet your team right where they are — in person or online. And the best part: we’ll handle all the details from set-up to implementation, at no cost to you.

Values-Driven Learning

Your employees each have unique goals and values. In Good Company workshops take these into account, with personalized activities that focus on what matters most.

Experienced Instruction

Every workshop is led by an experienced financial professional to ensure that employees get answers to their most pressing questions.

Attend from Anywhere

Remote and in-office workshops let your employees come together for open conversations and rewarding collaboration.

Explore Workshops

How Financial Education Can Help

Of all the distractions that can impact your team’s well-being, personal financial stress is a driving factor. Money matters often spill over into the workplace — impacting productivity and morale. But with a bit of confidence and financial know-how, these obstacles can become solutions.

54% of employees attribute their stress to financial or money matters/challenges.

PwC’s 9th annual Employee Financial Wellness Survey COVID-19 Update, PwC US, 2020,

Benefits for You & Your Team

Financial workshops can complement existing offerings — like 401(k)s and healthcare packages — by giving employees the added support they need to thrive, both in and out of work.

When provided with resources beyond typical benefits, your entire team can grow confidently. This may translate to fewer distractions, greater productivity and amplified wellness in the workplace — so you can witness your team at its best.

See How You Benefit

Your benefits are great. We'll help make them even better.

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