This course will 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 imediate, practical application for participants. 

Hosted by FINRA Investor Education Foundation and United Way Worldwide, this facilitated event will feature staff and partners from the host organization, United Way of Buffalo and Erie County, who will showcase their Work/Life Solutions workplace financial wellness program. The training will provide 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.

We expect a robust program and thus have set a maximum limit of 30 participants to allow for dynamic interaction among program participants and partners.

Register Now for Financial Wellness at Work (October 18 -19, 2023)! 

Click here to view our agenda!



The training institute is designed for leaders and staff from community-based agencies and nonprofits interested in starting or expanding workplace financial wellness programs and services for low-and moderate-income wage earners.

Organizations with a track-record of providing financial education, financial coaching or counseling, or other financial stability programs and that are well-positioned to work with employers to use the workplace as a platform for providing financial wellness programming will find the training institute particularly useful.



Cost to participate is $500. Register on or before August 10 and save $250! No discount code necessary. Discount will automatically be applied until 11:45pm ET on August 10.

A block of hotel rooms has been reserved for training participants at the Residence Inn Buffalo Downtown. The cost is $165.00 per night, plus 13.75% tax. To book hotel accommodations, please follow the link below upon registering. 

Book your group rate for United Way Buffalo and Erie County []



This live, classroom program will be presented at United Way of Buffalo and Erie County.
742 Delaware Avenue, Buffalo, NY 14209


                                                 Day 1: October 18, 2023                                                                                Day 2: October 19, 2023
                                                 9:00 am - 5:30 pm Eastern Time                                                                  8:30 am - 4:00 pm Eastern Time


                                 Book your group rate for United Way Buffalo and Erie County []



Click here to view our agenda!


After completing the program, participants will be able to: 

  • Describe potential outcomes and program models undertaken by nonprofit-led workplace financial wellness at work initiatives.
  •  List and describe program and product components that can comprise a financial wellness at work initiative.
  • Explain the differences and strengths of workplace-based financial wellness initiatives compared with other types of financial wellness or educational programming. 
  • Identify, define, and differentiate target audiences for financial wellness at work programming and partnerships.
  • Use findings from research and other progam information to make compelling case statements for workplace financial wellness to employers, financial institutions, funders, and other potential partners.


  • Use specific strategies, in addition to the case statement, to engage and sustain key partnerships in a financial wellness at work program.
  • Understand specific strategies for program-related messaging to reach and engage various audiences of the financial wellness at work program.
  • Learn about developing outcomes and a logic model for specific target audiences, then use this information as the foundation for creating an evaluation to measure program efficacy.
  • Use target audience information to develop a program that meets their needs and achieves your program outcomes.
  • Describe the basics of establishing and operating an employer-sponsored small-dollar loan progarm.
  • Calculate costs as well as potential prices for services provided to help fund financial wellness at work programs.
  • Assess program readiness and apply learning from the training to develop a plan to begin (or progress) a workplace financial wellness program