Improve your employee satisfaction

Workplace Workshops

If your business is located in Clarksville, TN, I offer professional Workplace Workshops tailored to your organizational needs. I can travel to your location to deliver insightful presentations on personal finance topics to you and your team. The materials provided are customized to incorporate your business logo and branding, ensuring they can be reused effectively with future employees.

According to a report by Bank of America, 64% of employees surveyed consider themselves stressed about finances, with a decrease in those who feel financially well at only 42%. When asked if they agreed that employers were responsible for financial wellness the voting was 76% by employees and 96% of employers. So consider adding some financial wellness into your benefits package.

What is a Financial Literacy Workshop?

Financial Literacy Workshop

The presentation is designed as a one-time session focusing on a specific personal finance topic to enhance employees’ understanding. The duration of the presentation ranges from one hour to one and a half hours, ensuring sufficient time for questions and answers. It is conducted live by Rebecca Bautista, typically set up as a lunch meeting or designated team meeting. Each participant receives a comprehensive packet that includes presentation slides, worksheets, and designated space for personal notes. While most topics are general and can be reused, some are subject to annual changes that may impact the content delivered.

What Deliverables Are Included?

All materials will undergo editing and color coordination to align with your business branding. This encompasses the slides included in the presentation. The Debt Tale logo will be positioned in the bottom footer; however, the remaining content will be tailored specifically to your organization. This customization enables you to repurpose the packet or slides for future employees, provided the topics remain general. Further details will be communicated by Rebecca.

"Financial success, as well as most success in life, is not about perfection. It's about direction."

-Donald Lynn Frost

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