Financial Wellness At Work

Help Your Employees Achieve Their Financial Goals!

Employers are encouraged to use the resources on this website to help employees learn about important financial topics, manage their money, and experience financial wellness. Review and download the FREE resources below!

Employers may also work with a UW-Extension financial educator to provide interactive, personal finance workshops and financial coaching for employees. Please contact your local UW-Extension office for more information.

Financial Wellness At Work Flyer and Grow Your Green: Personal Finance Workbook

Download the Flyer For More Information

Download the Workbook For Your Employees To Complete

Personal Finance Calendar

Download the Calendar

Personal Finance Videos

Employees Can Watch These Short, Informational Videos To Help Grow Their Financial Literacy!

Goals, Budgeting, and Saving

Financial Goal Setting
Spending Plans
Saving

Bills, Credit, and Debt

How to Check Your Credit Report
Ways to Improve Your Credit Scores
Managing Debt in Collections
Debt Repayment Plan
When You Can’t Pay Your Bills

Records, Retirement, and Taxes

Income Taxes & Payroll Taxes
Retirement Plans for Workers
Financial Recordkeeping
Traditional and Roth Retirement Savings

FinTech, Insurance, and Relationships

Mobile Bank and Payment Apps
Money and Relationships
Understanding Your Health Insurance Costs

Table Tents and One Page Guides

These downloadable table tents can be shared with your employees or placed in breakrooms and eating spaces.

This program is made possible, in part, by a grant from the FINRA Investor Education Foundation through a partnership with United Way Worldwide.

An EEO/AA employer, University of Wisconsin–Madison Division of Extension provides equal opportunities in employment and programming, including Title VI, Title IX, the Americans with Disabilities Act (ADA) and Section 504 of the Rehabilitation Act requirements.

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