Financial Wellness Workshops

Diamond NestEgg offers on-going educational workshops to get your finances into peak form and help them stay that way.

Grow your financial knowledge one step at a time

Our in-person workshops guide you through single sessions of financial bootcamp, covering topics such as smarter budgeting, debt, retirement and saving for life’s big moments.

Simple & Easy

Free educational workshops teach you financial basics and how to make smarter decisions

Sales-Free

We want to improve your financial health - no pitches, no products, no advertisements

No Pressure

A casual, interactive environment to offer you on-going support in a judgement-free zone

Learn from experts

Diamond NestEgg offers free in-person learning sessions led by New York’s top financial coaches to teach you step-by-step how to improve your financial fitness. Our workshops are interactive, easy to understand and offer bite-sized action plans that are doable.

Gain financial skills for life

You will learn different ways to budget, save and pay off debt. We also cover complex retirement topics like Social Security and Medicare. Walk away with the knowledge to make smarter financial life decisions and relieve stress in your day-to-day.

Are you a business or organization?

Diamond NestEgg’s workshops-in-a-box, coaching and educational resources are modular and designed to be customizable white-label solutions to suit the needs of your institution. Let’s work together to create a financial fitness program that’s right for you, your firm and your constituents.

Did you know that year after year, money and financial matters are the top worry for employees, impacting productivity and overall state of mind? The cost of financial stress on a business in lost work days and productivity is estimated at about $2,000 per employee annually. We can change this.

What to expect at a workshop

Our workshops take place in a casual, yet focused setting full of like-minded people ready to take back their financial health. Each session covers a single financial topic in-depth, with the opportunity for questions, answers and additional support in the end. We’ll break down any confusion around financial topics (because we all need clarity some times!) and give you actionable advice that you can use in your daily life.

Here’s what a typical agenda looks like:

6:00pm-6:30pm Mix & Mingle

6:30pm-7:15pm Finance Workshop

7:15pm-7:45pm Q&A

7:45pm-8:00pm Wrap-Up

Interested in online workshops?

We offer virtual options for those who can't make it to an in-person event. Contact us for more information.

Ready to take your first step?

Everyone’s financial journey is different. Find a workshop that best suits you.