FINWARD FOUNDATION
Bring practical financial learning to your group.
Finward is developing workshops for schools, community organizations and employers. Tell us who you want to serve, what they need to understand and how they would prefer to learn.
Proposed workshop topics
- First Money Skills for Kids & Teens.
- Everyday Budgeting, Credit & Borrowing.
- Understanding Retirement Basics.
- Business Finances & Tax Questions.
- Life Insurance & IUL Explained.
- Executive Bonus Plans & Employer Questions.
- Cash Balance Retirement Plans Explained.
Potential formats
We are exploring introductory presentations, interactive small-group sessions and multi-session learning programs. Virtual and in-person formats will depend on the audience, location and available delivery resources.
Requesting a workshop
Share your organization, audience, preferred topic, approximate group size, location and timing. You can also tell us about language or accessibility needs. We will use the information to understand the request and discuss what may be possible.
A workshop request is an inquiry. Dates, facilitators, format and any costs will be confirmed separately before registration opens.
Form note: Please share a general description. Do not include account numbers, tax returns, children's names or other sensitive personal information.
A session begins with your audience
A school group, a workplace team and a gathering of business owners will bring different questions. Tell us who the session would serve, which topics matter most and what people should be able to understand more clearly afterward.
What to include in your inquiry
- The audience, age range and approximate group size.
- Your preferred topic and the questions behind it.
- The city or virtual format, possible dates and accessibility needs.
- Any practical constraints, such as the time available or the setting.
We will review the inquiry while programs are in development and discuss what may be feasible. Dates, presenters and delivery arrangements are confirmed only after a separate conversation.
LEARNING THAT MEETS YOUR GROUP
Make the question the starting point.
A useful session begins with the people in the room: their questions, their starting points and the time they have to learn. Share those details as we explore what a future workshop could look like.
A THOUGHTFUL PLACE TO BEGIN
Good learning starts with listening.
Begin with your community
Tell us who you serve and what people want to understand.
Shape a useful conversation
Explore an audience, a topic and a practical setting together.
Confirm the next step
Delivery arrangements are discussed as programs develop.