Members receive a Virtual Workshop as part of their 2021 Membership Benefits.

During these workshops, our subject matter experts will provide virtual training with insights and advice on the financial health topics that matter most to your business. Request your 2021 Virtual Workshop using the form below.

Options include:

Financial Health Measurement

Explore insights and best practices that can take your measurement strategy further.

Behavioral Economics for FinHealth

Learn how applying behavioral economics to your products and experiences can help improve financial health.

Workplace Financial Health (for Employers + Vendors)

Share strategies, best practices, and lessons learned about how to improve the financial health of workers.

NEW! FinHealth Equity

Explore ways to advance finhealth equity by identifying gaps in outcomes, working to better understand why inequities exist, and collaborating on innovative solutions that embrace equity and inclusion.

NEW! JourneyX

This experiential workshop puts you in the shoes of an organization progressing along its financial health journey.

NEW! FinHealth MAP

Here we share our model for building a mature financial health strategy to maximize impact for your organization.


FinHealth Tech

Bring together your digital teams to learn about the most important finhealth apps and what they demand of your technology stack.

FinHealth Tech

Virtual Workshop Request Form

To request your 2021 Virtual Workshop, submit this form below.