Employee Financial Education Workshops

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Practical Financial Education for the Workplace

Employees often have access to valuable benefits but may not fully understand how to use them. BeManaged delivers employee financial education workshops and webinars designed to simplify complex financial topics so employees leave with practical knowledge they can apply immediately. Because we operate as a fee-only fiduciary firm and do not accept commissions, the focus remains on education rather than product promotion.

Common financial education sessions include:


  • Understanding workplace retirement plans and contribution strategies
  • Retirement planning basics and long-term savings strategy
  • Budgeting, debt management, and cash flow planning
  • Investment fundamentals and risk awareness
  • Preparing for retirement milestones and transitions

Flexible Delivery for Modern Workforces

Workshops can be delivered in formats that work best for your organization:


  • Onsite employee education sessions
  • Virtual financial education webinars
  • Hybrid sessions for distributed teams
  • Scheduled financial education series throughout the year


These options allow organizations to implement financial wellness initiatives without disrupting daily operations.

Education That Encourages Continued Engagement

Many organizations combine workshops with individual follow-up opportunities so employees can ask questions specific to their financial situation.


For employees who want additional guidance after an education session, organizations may also offer one-on-one conversations through 401(k) participant advisory services.

Financial Education Without Product Sales

Some financial education programs are used primarily as a way to sell financial products.



BeManaged operates differently. As a fee-only fiduciary firm, we do not accept commissions and we do not sell insurance or annuity products. Our workshops are designed purely to provide education and help employees make informed financial decisions.

Serving Employers and Employees Across West Michigan

BeManaged is headquartered in Grand Rapids and works with organizations throughout West Michigan, including Ada, Holland, and Kalamazoo. Workshops and webinars can be delivered onsite or virtually depending on organizational needs.

Employee Financial Education FAQs

  • Can you run a financial workshop for our employees?

    Yes. Workshops can be delivered onsite or virtually depending on your organization’s preferences and workforce structure.

  • Can workshops be customized to our benefits plan?

    Yes. Sessions can incorporate information about your organization’s retirement plan and other employee benefits.

  • Do you offer virtual webinars?

    Yes. Financial education webinars can be delivered live for remote teams or distributed organizations.

  • What topics do you cover in employee workshops?

    Topics typically include retirement planning basics, budgeting and cash flow, investment fundamentals, and retirement plan education.

  • Do you offer one-on-one follow-ups?

    Many organizations offer optional one-on-one meetings through participant advisory services so employees can discuss their individual questions.

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Start an Employee Financial Education Program

If your organization wants to help employees better understand their financial decisions and workplace benefits, financial education workshops provide a practical starting point.