Corporate Financial Wellness Workshops and Speaking
Financial education for teams, delivered by someone who has spent a career inside large organizations and years coaching individuals through their own money.
Why most financial wellness programs fall flat
Employees skip them because the content assumes a life nobody in the room is living. It talks about maxing out a 401k to people wiring money to a parent every month. It talks about budgeting to people who are already careful and still stretched. It rarely acknowledges that the highest earner in a family is often supporting several households.
Sessions that name the real situation get attendance, questions, and follow through.
What Mbu delivers
Keynotes and fireside chats. A talk that gives people language for what they are carrying and a first concrete step, sized for a conference, a company all hands, or a leadership offsite.
Workshop series. Multi session programs that walk teams through net worth, cash flow, investing basics, benefits, and legacy planning, with worksheets people actually complete.
ERG and employee resource group sessions. Programming built for first generation, immigrant, Black, and women's employee groups, where the money conversation includes family obligation instead of ignoring it.
Lunch and learns. A single focused hour on one topic: open enrollment decisions, equity compensation, buying a first home, or turning a raise into wealth.
Topics that land
- Building wealth while supporting family here and abroad
- Making sense of your benefits and open enrollment
- Investing basics for people who were never taught
- Equity compensation, RSUs, and what to do with them
- Emergency funds that survive real emergencies
- Insurance, estate, and legacy planning
- Negotiating pay and growing income
Who this is for
People and culture teams, DEI and belonging leaders, benefits teams, ERG chairs, and conference organizers who want financial content their people will show up for and remember.
What you get
A session tailored to your audience, delivered live and virtually or in person in the Dallas Fort Worth area, plus takeaway materials your team can use after the room clears.
Bring Mbu to your team
Email coaching@theaudacityway.com with your audience, timing, and format, or book a call to talk it through. You can also read more about Mbu.