Online Employee Engagement

Financial Planning for Employees - Online Workshop on Personal Finance

4.9 / 5 (192)

This activity is best for

Employee Participation
Employee Participation
Employee Growth
Employee Growth
Holistic Development
Holistic Development

About this activity

Employees join corporates with starry eyes. However, they get confused with their payslips, tax obligations, increments, appraisals, and how to manage/invest their money. If you are looking to give a financial literacy session to your employees and remote team members, you have landed on the right page.

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Activity details

Activity type Time

Show me the money! Fun icebreaker activity

- We kick off the event with some fun introductions and an understanding of the aspirations of the audience
- The currency quiz is a super fun Icebreaker activity that engages all the participants and gets them interested into the event
10 Minutes

Learning about Financial Planning, Budgeting, and Goals

- Proper financial planning starts with goal setting, including short-, intermediate-, and long-term goals.
- Key short-term goals include setting a budget, reducing debt, and starting an emergency fund.
- Medium-term goals should include key insurance policies, while long-term goals need to be focused on retirement.
10 Minutes

Classifying your money by ease of availability and riskiness

- When planning your financial goals, you need to consider the risks to your income, capital, and investments.
- In this segment, you learn how to classify your money based on ease of availability and riskiness
10 Minutes

Savings, insurance, investment

- Devise a Budget
- Create an Emergency Fund
- Limit Debt
- Use Credit Cards Wisely
- Monitor Your Credit Score
- Plan (and Save) for Retirement
- Maximize Tax Breaks
10 Minutes

Planning for emergencies

- An emergency fund is a key component of any good financial plan.
- The rule of thumb is that you need to keep between three and six months' worth of household expenses in your emergency fund.
10 Minutes

Live QnA with the Keynote Speaker

- Facilitated by the event host/emcee, the audience gets to engage and interact with the Keynote Speaker
- The participants get to ask about the questions related to their financial challenges and aspirations
15 Minutes

World class artists for this activity

  • Online Finance Coach
    Online Finance Coach
    A Live Personal Finance coach with years of experience in managing wealth portfolios of individuals and organizations.
  • Online Show host / Anchor
    Online Show host / Anchor
    A virtual show host to take you and your WFH / remote employees through the session effortlessly. The anchor will also ensure that the session is not just informative, but engaging

Activity impact

Average rating by all the attendees for this experience
Percentage of attendees who felt happier than before after this experience
Percentage of attendees who felt more connected with their collegaues after the activity

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500+ Corporates trust SOSParty with their employee engagement. Please fill in the following details for us to share the pricing and offers with you.


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