Stafford Riley Consulting Group

Financial Workshops for Working Professionals

We bring the same financial discipline we apply inside organizations directly to the people who work in them. Practical, interactive sessions — no lectures, no product pitches, no fluff.

Employer-sponsored Onsite delivery Interactive sessions Houston-based Custom topics available

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Who This Is For

Financial workshops designed for organizations that want to give their people more than a paycheck.

Employers & HR Teams

Add financial wellness to your benefits and wellness programming. Sessions complement open enrollment, retirement education, and employee assistance programs.

Benefits & Wellness Departments

Practical money education that reinforces the value of the benefits you already offer — retirement plans, deferred compensation, FSAs, and more.

Community & Nonprofit Organizations

Programming for the people you serve. Sessions are adaptable for workforce development, community outreach, and adult financial education initiatives.

What We Cover

Topics are practical and built around the real financial decisions working professionals face every day.

Core Topics

  • Budgeting and cash flow management on a steady income
  • Understanding and maximizing employer benefits, including retirement and deferred compensation plans
  • Credit health and debt management strategies
  • Fraud and identity theft prevention
  • Building an emergency fund and long-term savings habits
  • Financial decisions around major life events

Optional Add-On Topics

  • Introduction to investing and wealth building
  • Tax basics for working adults
  • Navigating open enrollment and benefit elections
  • Pre-retirement financial planning fundamentals
  • Small business and side income financial basics
  • Custom topic by request

Topic selection is finalized during the discovery call based on your audience and organizational priorities.

How It Works

  1. Discovery Call (20–30 min) — We learn about your audience, goals, and any topics you want prioritized.
  2. Session Design — We build the agenda around your workforce and the outcomes you're targeting.
  3. Delivery — Onsite, interactive sessions. Participants engage, ask questions, and leave with practical takeaways.
  4. Follow-up — Participant resource guide provided after each session for continued reference.

Session Details

  • Format: Onsite, presenter-led with open Q&A
  • Length: 2–3 hours per session (flexible)
  • Group size: Up to 50 participants per session
  • Multiple sessions: Available for shift-based or large workforces
  • Location: Houston / Harris County; travel by agreement