Free Financial Workshops for Educators
We help schools and districts bring clear, practical financial education to their staff, at no cost to the school or its educators.
Know What It Takes to Retire
Understand the questions educators should ask when preparing for retirement.
Understand Your Financial Options
Learn how different financial choices may affect your short-term and long-term goals.
Avoid Common Debt Traps
Recognize financial patterns that can make it harder to move forward.
Financial education, not just paperwork.
Educators have retirement systems, benefits, savings options, and financial decisions that can look very different from those faced by workers in the private sector.
Too often, those choices are handed over as paperwork and product explanations instead of clear financial education.
Your Retirement Works Differently
Pensions, supplemental savings plans, benefit elections, and retirement choices can be difficult to understand without someone explaining how the pieces work together.
Financial Decisions Follow You Home
Debt, rising expenses, insurance decisions, and uncertainty about retirement can create stress long after the school day ends.
Paperwork Is Not Education
Receiving a packet of information is not the same as understanding what the choices mean for your future.
Are your educators prepared to live off 60% of what they're making right now?
Your financial future deserves the same preparation you give your students.
Educators should not have to become financial experts to understand their retirement, manage debt, or make confident decisions. They deserve practical explanations, straightforward answers, and a place to ask questions.
We teach first, because understanding should come before making a financial decision.
Practical financial education for real-life decisions.
Each workshop is designed to make important financial concepts easier to understand without overwhelming educators with jargon.
How Money Works
Understand the foundational principles that influence saving, debt, protection, and long-term financial progress.
Retirement and Pension Basics
Learn the questions educators should ask about pensions, retirement income, and available supplemental savings options.
Debt and Cash-Flow Strategies
Explore practical ways to organize debt, avoid common traps, and make more intentional decisions with income.
Emergency Savings
Understand the role of emergency savings and how greater financial stability can be built over time.
Protection and Insurance Basics
Learn how different types of financial protection work and what questions to ask before making a decision.
Preparing for the Future
Identify practical next steps educators can take to become more informed and confident about their financial future.
A workshop that fits your staff and schedule.
Workshops can be adapted for schools, districts, conferences, educator organizations, and professional development events.
In-Person Workshops
Delivered at a school, district office, professional development event, staff meeting, conference, or educator gathering.
Optional Individual Follow-Up
Educators who want to continue the conversation may request an individual appointment. Participation is always optional and separate from the workshop.
Bringing a workshop to your educators is simple.
Request Information
Tell us who you serve, what type of event you are planning, and how we can contact you.
Plan the Workshop
A member of the team will discuss your audience, preferred format, timing, location, and educational goals.
Invite Your Educators
The workshop team provides the presentation and educational materials. Your school or organization invites its staff.
People who believe financial education should be easier to understand.
Our team is committed to helping educators understand important financial concepts in a clear, practical, and approachable way.
Austin Palmier
Financial Wellness Workshop Team
Haley Palmier
Financial Wellness Workshop Team
Carrie Wassilak
Financial Wellness Workshop Team
Reese Ishee
Financial Wellness Workshop Team
Renee Palmier
Financial Wellness Workshop Team
Melissa May
Financial Wellness Workshop Team
Questions about the workshops
Educators spend their careers preparing others for the future. They deserve help preparing for their own.
Bring practical, easy-to-understand financial education to your school, district, organization, conference, or educator event.