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Financial Wellness at Work Training Institute ​​​​​​​
Wednesday, October 18, 2023​​​​​​​ - Thursday, October 19, 2023
Buffalo, ​​​​​​​New York, ​​​​​​​
The purpose of the Financial Wellness at Work Training Institute is to provide nonprofit leaders and their community partners with information on designing, implementing, and evaluating a sustainable, outcomes-based workplace financial wellness program with insights and field experiences provided by the local host organization. Emphasis is placed on sharing knowledge and strategies that will have an immediate, practical application for participants. Hosted by the FINRA Investor Education Foundation and United Way Worldwide, this facilitated event will feature staff and partners from the host organization as well as other existing programs around the country, providing attendees with the opportunity to learn best practices from the field, and the chance to ask questions and share insights in a participatory learning environment. Participants will learn about the different implementation models for Financial Wellness at Work programs; the different program components, including one-on-one resource coordination, financial education classes, and small-dollar loans; and how to research identify employer partners and communicate the value of workplace financial wellness programs to both employers and employees.