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Give your team unmissable financial wellbeing webinars

 

Empower your team's personal finances with financial wellbeing webinars and workshops. 

✅ Give your team access to on-demand webinars, available digitally and published monthly

✅ All webinars are led by our expert financial coaches

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Popular topics

Choose from our popular webinar and workshop topics, or let us help you identify a topic valuable to your employees.

How to navigate the cost of living crisis

Saving for your children's future

How to manage your money for the planet

Mastering debt

"We chose to work with Claro Wellbeing as the team has huge experience in delivering coaching and workshop sessions with people of all ages."

—Head of People, Ogilvy

 

Discover our work to empower the Ogilvy team →

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Learn about our work with Ogilvy. Discover why its employees rated our workshops 8.5/10 stars.

Read case study
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Provide your team access to our personal finance webinars

Give your employees access to our monthly webinars, when you enrol them in Claro Wellbeing.

✅ A new topic each month

✅ Sessions led by expert financial coaches

✅ Catch up on webinars you missed

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See our complete 2023 webinar calendar

Available to platform subscribers, these are our monthly webinars for 2023.

Featured image set financial goals webinar

 

January

How to set financial goals

Establishing financial goals is critical to success, stability, and security. Having clear financial goals makes it easier to focus on strategies to help you reach them.
Featured image budgeting masterclass webinar

 

February

Budgeting masterclass

Relieve the stress of living paycheque to paycheque, with a money management system that works for you. Audit your spending and find places to save.

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March

Plan for the new tax year

Learn how to take advantage of the various allowances you have at your disposal before the end of the tax year. Use it or lose it.

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April

Become financially resilient

Get rid of those lingering debts, save for that rainy day fund and put the right protection in place, so that when life throws one of those inevitable curveballs at you, you're prepared to handle it.

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May

Strengthen your family finances

Whether you are planning to have children or saving for your children's future, you want to set up your family for success.

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June

What you need to know about investing

Build the knowledge and confidence to make your first investment, and put good investing habits in place that will serve you over the long term.

Featured image boost your financial confidence and wellbeing

 

July

Boost your financial confidence and wellbeing

Discover how to improve your relationship with money, take control and feel more secure.

Featured image optimise your savings webinar

 

August

Optimise your savings

Get clear on what you’re saving for, how you’re going to save and what options you have in terms of accounts and interest rates.

Plan for retirement

 

September

Plan for retirement

Whatever stage you’re at in your career, it’s a good time to plan for retirement. Learn the key features of pensions and other products, and build a strategy your future self will thank you for.

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October

Buy your first home

Discover all the things you need to consider when buying your first home, and put a plan in place to achieve it.

Featured image money conversations webinar

 

November

Learn to have effective money conversations

Money is a sensitive subject. Learn how to break down the taboos of talking about money and approach money conversations, at work and at home.

Manage money ethically and sustainably webinar image

 

December

Manage your money ethically and sustainably

You care about people and planet, and want to manage your money in line with these values. Discover ways you can use your finances to support a sustainable future.

Bring out the best in your people 

Discover our financial wellbeing webinars in the Claro Wellbeing platform.

Book a demo 

 

All webinars led by our expert financial coaches

 

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Reviews

“Absolutely fantastic, thank you Stacey. Using your tips, if I can plan my finances better, I will be able to use this on treating the family in the future.”
Santander workshop attendee
★★★★★
“The day was a great success and we’re so pleased that you were able to contribute your expertise for all colleagues to enjoy.”
Ogilvy team
★★★★★
“This is really bringing to light what I have been overlooking. This presentation should become a quarterly session. Really worth its weight in gold.”
Santander workshop attendee
★★★★★

Start empowering your team's personal finances

Book a call to discuss your requirements.

 

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