Financial Wellbeing
Financial Wellbeing Scorecard Activities and Resources
Promote Financial Workshops
Boost your financial wellbeing with our educational webinar series. Learn budgeting tips, retirement planning, investing basics, and more.
Eligibility: Open to all MCG employees, regardless of health plan status, and to spouses and dependents on the YourChoice Health Plan.
Hosted by: Workplace Money Coach
"Your Paycheck On Purpose" | February 11 | 12 - 1pm | Zoom**
Description: This session helps employees gain clarity and control over their cash flow using a simple, flexible system. Rather than rigid budgeting, employees learn how to direct their paycheck toward priorities, reduce, financial stress, and stop wondering where their money goes each month.
"Investing Money for Real Life" | March 18 | 1 - 2pm | Zoom**
Description: Designed for employees who want to invest with confidence but feel intimidated or unsure where to start. This webinar focuses on long-term investing fundamentals, consistency, and how investing fits within employer retirement plans - without jargon or hype.
"Are You on Track for Retirement?" | April 9 | 11am - 12pm | Zoom**
Description: A practical retirement check-in that helps employees assess their current progress and identify meaningful adjustments. Learn how to interpret benchmarks, spot gaps early, and take focused action without feeling overwhelmed.
"Paying Off Debt Without the Overwhelm" | June 2 | 12 - 1pm | Zoom**
Description: This coaching-style session walks employees through choosing the right debt payoff strategy for their situation. The emphasis is on building momentum, understanding interest, and creating a realistic plan they can stick with.
"The Hidden Cost of Convenience Spending" | July 15 | 1 - 2pm | Zoom**
Description: An eye-opening webinar that shows how everyday habits - subscriptions, delivery fees, and impulse purchases - quietly erode paychecks. Learn how to reduce these costs while maintaining quality of life.
"Building an Emergency Fund That Works" | September 24 | 11am - 12pm | Zoom**
Description: This session focuses exclusively on emergency funds - how much is enough, where to keep it, and how to build one even when money feels tight. Employees leave with a realistic, personalized savings target.
"Financial Planning for Life Transitions" | October 1 | 12 - 1pm | Zoom**
Description: Learn how to prepare financially for major life changes such as caregiving responsibilities, divorce, health events, or job transitions. The focus is on proactive planning rather than reactive decisions.
"Making the Most of Your Benefits" | December 2 | 1 - 2pm | Zoom**
Description: A timely end-of-year session helping to better understand and utilize existing benefits such as retirement plans, HSAs, and insurance options. This webinar helps avoid leaving money and benefits unused.
*BOCC Employees: These workshop can earn points for Manatee Thrives/Financial Pillar
**Session will be recorded
Promote March Money Madness Financial Wellbeing Challenge
Click Here to open the March Money Madness Challenge
Promote Deferred Compesation Benefit
Host A Voya Rep (deferred compensation) - Contact Erin Morse, erin.morse@voyafa.com
Show these On Demand Voya seminar videos:
Flyers: