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Financial education

I organise financial education workshops for my teams

Give your employees the keys to better understand and manage their finances.

Information meeting on our financial education workshops

For your employees

Financial education, a real asset for your employees.

Budgeting, savings, tax, retirement, estate planning… We all have to make important financial decisions during our lives, without always having the knowledge needed to make the right choices.

Yet a better understanding of how finance works helps you become more independent, avoid certain mistakes and face the future with greater peace of mind.

Why not give your employees the opportunity to develop their financial knowledge, right at their workplace?

Practical workshops, open to everyone

Tolteka offers free financial education workshops, run by wealth management professionals.

Our approach is simple: make financial topics easy to understand, with clear explanations, concrete examples and practical advice.

No prior knowledge is needed. The workshops are open to all employees, whatever their age, income or level of knowledge.

The topics

Topics that match everyone’s concerns.

  • Managing your budget and savings better

    Understanding how to organise your finances, grow your savings and discover the key principles of investing.

  • Preparing for retirement

    Understanding how pensions work, anticipating changes in your income and discovering the solutions to prepare for the future.

  • Protecting your loved ones and passing on your wealth

    Learning the essential rules of inheritance, the ways to protect your family and the options for planning the transfer of your wealth.

  • Tailor-made workshops

    Tax, real estate, financial investments… We can also build a workshop around a specific topic, according to what your teams expect.

The format

A simple format to set up.

Our workshops are designed to fit easily into the life of your company. Interactive and educational, they always leave time for participants’ questions. They can be held as a one-off or as a series of themed sessions.

  • 30 minutes

    A short, effective format.

  • 100% free

    For the company and its employees.

  • In person or online

    Flexible organisation.

  • Open to everyone

    No prior knowledge needed.

For your company

A useful initiative for your HR policy and quality of life at work.

Offering financial education workshops means giving your employees knowledge that will be useful to them throughout their lives.

It is also a concrete way to enrich your employee well-being initiatives, by addressing a subject that concerns all of us: managing our personal finances.

With Tolteka, you benefit from a professional, educational session that is easy to organise, at no cost to your company.

Shall we organise a first workshop in your company?

Are you a manager, an HR manager or a member of a works council and would like to offer this initiative to your employees?

Let’s talk about your needs, the topics that could interest your teams and how to organise it. Contact us to set up your first financial education workshop, free of charge.

Information meeting on our financial education workshops

Further reading

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Let’s talk about your situation

A first meeting, free and with no obligation, to review your plans.

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