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Moneyworks brings GenWealth Financial Advisors into your workplace to equip your team with the financial education they need to reduce stress, focus at work, and move toward true financial independence.
of employees say finances are their #1 source of stress.
of financially stressed employees say it has been a distraction at work.
as likely — financially stressed employees are twice as likely to say stress has impacted their productivity.
*PwC Employee Financial Wellness Survey, 2024.
The financial stress your employees carry at home doesn't stay there. It walks in with them every morning — and it costs your organization in focus, energy, and retention.
By offering Moneyworks Financial Wellness sessions, you connect your team with financial professionals who have the heart of a teacher and the experience to guide them toward their goals.
Your people want to save more, invest more, get out of debt, and become financially independent. You want them to be more focused and productive at work. Moneyworks bridges that gap.
Each circle in the Moneyworks logo represents a critical financial topic. From budgeting all the way to retirement, our team is committed to educating your team so they can make sure their moneyworks.
Learn how to be the CEO of your cash flow. Attack the problem no one wants to talk about — debt — and make the money you earn work harder.
Turn your team's existing 401(k) into an even more effective tool. We complement — not replace — the retirement plan you already provide.
Apply benchmarks to the progress your team is making toward financial independence — wherever they are on the journey.
Getting to retirement is easy. Not running out of money is the hard part. Understand the hidden risks and build a dependable income stream.
The safety nets that confuse nearly everyone. Avoid mistakes, clear up misconceptions, and see how these programs fit into an overall plan.
Estate planning isn't just for the wealthy or elderly. Transform uncertainty into preparedness — for you and the people who matter most.
At GenWealth Financial Advisors, everything we do is driven by education, strategy, and a unified team dedicated to helping clients live with clarity and confidence.
We exist to bridge the gap between money and life by equipping people with proven financial principles. By keeping account minimums low, we make professional advice accessible — not exclusive.
We believe understanding your money is the first step toward true financial independence.
Years of combined experience
Our team has walked alongside thousands of families as they've made smart, purpose-driven financial decisions. That experience now comes to your workplace.
Hear from HR leaders and employees who've experienced Moneyworks firsthand.
Everything you need to know about bringing Moneyworks to your team.
Each Moneyworks session typically runs between 45 and 60 minutes, including time for questions. Sessions can be adjusted to fit your meeting format — we'll work with whatever window your team has available, whether that's a lunch-and-learn, a town hall, or a dedicated workshop block.
Not at all. You can start with a single topic that's most relevant to where your team is right now — budgeting, retirement readiness, estate planning, or anything in between. Many companies begin with one session and then expand the program over time. We'll help you find the right starting point.
We offer MoneyWorks free of charge to the employer and the employees. Our main goal is education!
We offer both. Moneyworks sessions can be delivered in person at your office or virtually via video conference — whatever works best for your team's setup. Hybrid formats are also an option for distributed teams. Just let us know your situation and we'll make it work.
Moneyworks sessions are educational — full stop. Our advisors come with the heart of a teacher, not a salesperson. The goal is to equip your team with knowledge and tools they can use, regardless of who they work with for their personal finances. If employees want to explore a relationship with GenWealth afterward, that door is open, but there's no pitch during the session.
It's simple — just fill out the contact form below. Tell us a little about your team, what topics interest you, and your timing. A Moneyworks advisor will follow up within one business day to schedule a quick intro call and get the details sorted. From there, we'll handle everything.
Still have questions? We'd love to talk.
Get in TouchLet's build a Moneyworks program around the needs of your workplace. Pick a single topic or roll out all six — we'll make it simple.
Tell us a little about your team and the topics you're interested in. A Moneyworks advisor will reach out to schedule a session that fits your workplace.