Financial Workshops for Employees

Bryan Knutson's Money Skills Workshops give your employees a refresher on smart money management. Everyone wins when employees make better financial decisions.

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66%

of adults do not budget

78%

of employees with high
financial stress say it
distracts them at work*

23%

of Seattle homeowners are house rich and cash poor

25%

of employees are in a financial crisis, no matter how much they earn.

Workshops

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FAQs

Expert Instructor

Money Skills was developed by Bryan Knutson, Certified Financial Planner, after years of providing financial education to people of all ages and income brackets. The core concepts remain universal for everyone. Competence increases confidence!

About Bryan

Bryan Founder of Money Skills Washington

Bryan Knutson
Certified Financial Planner

In-Person Only

Our workshops are held on-site or at a location near your facility. We are proudly independent, with no drive to sell products or have sponsors. We are fully conflict-free, and focus our attention on knowledge over making sales.

FAQs

Money Skills Workshops have two goals:

Fill in gaps in your employees' financial knowledge, and
Warn them about common financial pitfalls that can lead to regret.

When your employees are financially stable, they won't be constantly looking for a new job that pays more. They will be more focused at work because money worries don't distract them. And they are likely to take full advantage of your company's retirement savings programs.

Financial Stability

How Important Are Good Financial Habits?

Every dollar you pay your employees is an investment in your company. But do your employees know how to spend and save it? Having a job increases an individual's credit score, leading to more available credit. It's tempting to finance a lifestyle that they can't afford. Meanwhile, emergency and retirement savings take a hit. One minor crisis can collapse this whole house of cards.

If you are paying your employees a living wage, then watch for these signs of employee financial stress:

requests for salary advances
frequent requests for wage increases
not saving for retirement
unable to afford health insurance cost-sharing
indicating they are considering bankruptcy
working more than one job
wage garnishments
creditors contact them at work

Protect your investment in your employees by providing financial knowledge.

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Workshop Topics

Money Skills Washington's Financial Employee Workshops are the perfect complement to your existing retirement plan provider education.

Our workshop content is flexible and customizable. As a starting point, these are the two most popular workshops:

Savings, Credit, and Budgeting: Let's turn those financial goals into reality!
Stocks, Bonds, and Basic Risk Analysis: Demystifying the market.

View Workshops

Savings, Credit, & Budgeting Workshop

In today's fast-paced world, managing personal finances effectively is more crucial than ever. This workshop is designed to empower employees with the knowledge and tools they need to take control of their financial future. Our engaging and interactive session will cover essential topics such as:

Why track expenses? And how to track with minimal effort.
Creating a realistic budget
Understanding credit scores
Avoiding credit pitfalls and using credit wisely
Tackling debt
Building an emergency fund
Why save for retirement?

Participants will leave with actionable strategies to enhance their financial well-being and achieve their personal financial aspirations.

Benefits of Attending:

Enhanced Financial Literacy: Gain a deeper understanding of key financial concepts and how they apply to everyday life.
Practical Budgeting Skills: Learn how to create and maintain a budget that works for you, helping to manage expenses and save more effectively.
Credit Management: Discover the importance of credit scores and how to improve them, leading to better financial opportunities.
Savings Strategies: Explore various saving techniques to build a secure financial future and reach your goals faster.

Money Skills Reviews from Teens

These images are AI generated to protect the identity of our workshop participants.

Teen female student - AI-generated image

Kate - age 14

I have had trouble in the past because I quickly spent all the money I earned. The class helped me see how money can grow over time if we stay focused on what we really want and how discipline can help us spend as soon as we get paid. The budget workshop was a big help to see how I can reach a goal if I stay focused.

Alex - age 13

I liked learning about stocks, and seeing how they can grow over time but can't get frustrated if they go down for a while. Bryan showed us ways to see how our stock choices have done over time, and we saw how any stock we chose can have good times and bad so we need patience.

Jean - age 14

Life is expensive. I didn't realize how much parents have to think about budgeting. Bryan taught us budgeting, investing and saving. I really liked the part about donating.

Get Started with the Bundle

Build a brighter financial future with our Money Skills Workshop Bundle. The bundle gives your teen two classes: Level 1 and Level 2.

Achieve Your Goals: Learn how a disciplined approach can help you reach both short-term and long-term financial goals.
Master Saving vs. Investing: Understand the key differences between saving and investing to make smarter financial decisions.
Boost Your Confidence: Gain the confidence you need to make informed money choices - now, and in the future.
Avoid Costly Mistakes: Discover how to avoid poor financial decisions that can lead to frustrating outcomes.

Buy the Bundle

Workshop Bundle

Get Started! Levels 1 & 2
Bundle: Money Management + Investing
250$
Money Management Basics + Investing Basics Workshops
Valid for 6 months
- Money Management Basics Workshop: Savings, Credit, Borrowing
- Credit cards and avoiding scams
- Investing Basics Workshop: Investing, Stocks and Bonds
- Investment products, basic research, screening, risk
- Small, 1.5-hour classes in Puget Sound/Seattle WA
- After checkout, you will receive workshop dates & locations

*Better for Employees, Better for Business: Case for Employers to Invest in Employee Financial Health, Morgan Stanley Financial Health Network. https://s3.amazonaws.com/cfsi-innovation-files-2018/wp-content/uploads/2019/05/24163214/FHN-MorganStanley-Infographic-FINAL.pdf

Stocks, Bonds, and Basic Risk Analysis Workshop

If your employees are managing their money properly, they will be able to invest in their futures. Understanding the fundamentals of investing is key to making informed decisions. This workshop will demystify the complexities of the stock and bond markets, providing participants with a solid foundation in investment principles. Attendees will learn how to assess risk, diversify their portfolios, and make strategic investment choices that align with their financial goals.