Financial Wellness Workshops
Empowering Individuals with Practical Financial Knowledge
Biddles Group partners with organizations, nonprofits, and community programs to deliver engaging financial wellness workshops designed to help participants build financial confidence and make informed decisions.
Workshops focus on practical financial topics including budgeting, saving, investing basics, and long-term financial planning.
Programs are designed to be accessible, interactive, and relevant to real-life financial challenges.
What Participants Learn
Workshops introduce practical financial concepts participants can apply immediately.
Key topics include:
• Budgeting and cash flow management
• Saving and emergency planning
• Banking and financial systems
• Understanding credit and debt
• Introduction to investing
• Building multiple income streams
Sessions emphasize practical knowledge, discussion, and real-world examples.
Program Formats
Programs can be tailored for organizations and communities
60–90 minute session introducing core financial principles.
Multi-session programs designed to deepen understanding and reinforce behavior change.
Large group presentations, conferences, and community programs.
Programs can be delivered:
• In-person
• Virtual
• Hybrid
Programs can include workshops, guided learning sessions, and measurable outcomes through pre- and post-program surveys.
Who We've Worked With
Real World Impact.
Financial education is most powerful when participants apply what they learn. Below are examples of workshops delivered through community partnerships.
State of the People Power Tour – Detroit
Audience: 250 community participants
Location: Wayne County Community College
This national tour event focused on economic empowerment and financial education for minority communities.
The session addressed budgeting, investing, debt awareness, and strategies for building financial stability
Faith & Finance Community Workshop
Audience: 40–60 participants
Location: Macomb Community College
This workshop combined financial education with discussion around financial stewardship and long-term financial responsibility.
Participants engaged in breakout sessions and applied financial concepts to real-life decisions.
Detroit Phoenix Center Youth Workshop
Audience: 40 youth (ages 14–22)
Location: Detroit Phoenix Center (University of Michigan)
Program: Summer youth development program
Format: Interactive financial literacy workshop
Participants explored budgeting, saving, banking, and investing through discussion and interactive quizzes.
Several youth later reported opening investment accounts and beginning their personal financial journeys.
Download the Impact Report
Organizations interested in financial wellness programming can download our program impact overview.
This report includes:
• program outcomes
• participant feedback
• detailed case studies
• program methodology
Partner With Biddles Group
Biddles Group works with organizations, nonprofits, and institutions to deliver financial education that supports stronger financial decision-making.
If your organization is interested in offering financial wellness workshops, we would welcome the opportunity to connect.
Experience & Alignment
- National Financial Educators Council (NFEC) — Advisory & Award Recognition
- Michigan Financial Educators Council (MFEC) — Board Advisor
- FDIC Money Smart Certified
- Nonprofit board and treasury leadership experience
- Credentials support credibility — partnerships are built on alignment.
How organizations engage with us
Structured workshop series focused on financial confidence, decision-making, and long-term planning.
Ongoing Strategy Partnership
Advisory support for organizations seeking consistency, alignment, and organizational sustainability over time.
Financial Education Workshops
Structured workshop series focused on financial confidence, decision-making, and long-term planning.
Tools & Curriculum Licensing
Access to dashboards, frameworks, and educational materials that support internal programming.
Engagements are tailored to organizational context, funding structures, and participant audiences.
Designed for institutional alignment
Education-first, non-sales approach
Language and delivery aligned with institutional standards
Governance and nonprofit treasury experience
Flexible engagement structures compatible with grant funding
Tools and frameworks participants can apply immediately
Start with an overview
Organizations typically begin by reviewing our services overview to determine alignment before scheduling a conversation. There is no expectation to move forward beyond initial exploration.
Michigan
Administrative Office
15900 W. 10 Mile Rd Ste 211
Southfield, MI 48067
(866) 658-6244
(248) 617-6414
info@biddlesgroup.com
service@biddlesgroup.com
Georgia
Investment Group HQ
BIG Core Investments, LLC
Ujamaa Investments, LLC
