Employee reviewing a personal budget with confidence

Why It Matters

Financial stress can follow employees to work and affect focus, health, and engagement. Building money skills and confidence leads to:

  • Lower financial stress
  • Higher engagement
  • Better focus and productivity
  • Greater confidence in money decisions

Best for

  • Organizations prioritizing financial wellness
  • Employees at any stage of their financial journey who want to build budgeting, saving, and credit skills

How It Works

30 - 60 mins Virtual or On-Site

1. Register

Register to reserve a spot. A confirmation email with an access link and event details will be sent to each registrant.

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2. Join

Join the event using the meeting link provided in the registration email or attend on-site at the designated location.

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3. Learn & Engage

Listen to an expert-led webinar and reflect on how the concepts and strategies discussed can be applied to daily life.

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4. Q&A & Takeaways

Ask questions during the live Q&A and receive take-home handouts to support the well-being journey. Participants may also be eligible to earn Wellable points for attendance.

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The Transformation

Before
After

Unsure where your money is going

Understanding your cash flow and taking control of your earnings and spending

Spending without a clear purpose

Aligning your financial choices with a personal mission statement

Feeling overwhelmed by budgeting

Creating a simple budget and building a habit of regular check-ins

Worried about unexpected expenses and debt

Building an emergency fund and a smart debt repayment plan

Unsure how credit works or why it matters

Building and maintaining a healthy credit score with confidence

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More Experiences

Add on-site or virtual events to extend the experience.

Consult with a wellness specialist to learn more

Don’t Take Our Word for It!

I have always created budget and watched my credit score. This seminar definitely reinforced that I was on the right track.

Employee from Dresser Utility Solutions
Post-event feedback

What I appreciate most (with Wellable) is the range of options—it’s not just step counting. Between the meditation sessions, nutrition content, and financial wellness resources, there’s usually something that fits whatever I’m focusing on that month. The points-and-rewards system is a nice little nudge too: it’s subtle, but still enough to keep me coming back and staying engaged.

Ramendra D.

I love learning about new areas in my health journey, such as meditation and financial wellness, which keeps me interested. The scheduling of webinars and automatic step tracking from my wearable is super convenient and helps me reflect on my daily achievements. Setting up Wellable was very easy and user-friendly, guiding me step by step.

Vanessa H.

Holistic Wellness Approach – Wellable doesn’t just focus on physical activity; it includes mental health, nutrition, financial wellness, and mindfulness, which makes it feel really inclusive and supportive of total well-being.

Kacy R.

Frequently Asked Questions

Virtual: A device with internet access, audio, and a quiet space to participate.
On-site: A conference room or presentation space with AV capabilities (screen/projector and audio) and a microphone for larger audiences.

Upon registering, participants will receive a calendar invite that includes a link to join the webinar, along with courtesy reminder emails before the event. For on-site sessions, participants attend at the designated location shared by their program administrator.

No prior knowledge or experience is necessary. The session is designed for everyone.

To earn Wellable Points, participants can log the activity under Special Activity on the Dashboard in their Wellable account.

Yes! Participants receive take-home handouts to support their well-being journey. If agreed upon in advance, you can also share the recording link with your team for a period of time.

Registration closes when the event begins.