Virtual and In-Person Workshops to Empower Your Community
Engage your community virtually with easy-to-deploy financial education workshops designed to build the financial skills needed to navigate life’s most important moments.
Request a Demo
Make Your Mark on Your Community
Today, families and individuals alike are grappling with unprecedented financial hardships—from losing their incomes to not being able to pay their mortgages to having to cut back their family’s budget significantly. Financial institutions are uniquely positioned to equip these communities with the financial skills and confidence needed to navigate these challenging times.
With EVERFI’s meaningful, in-depth virtual and in-person workshops, your institution can truly make a difference in the lives of your community members by connecting with them wherever they are.
EVERFI EngageTM
Think outside the branch or classroom with EVERFI Engage™. Go live with virtual or in-person education that empowers your community to make more informed financial decisions when it counts.
Workshop Topics Include:
- Budgeting
- Making Budgets Work
- Debt Mangement
- Mobile Banking
- Credit Scores & Reports
- Mortgage Modifications
- Identity Theft
- Retirement
- Emergency Savings
- Preventing Elder Identity Theft & Fraud
Platform Features
EVERFI Engage™ is a virtual and in-person workshop solution used by financial institutions to reach their communities with real-world education on topics relating to their financial lives.
In-depth relevant content
Our 20+ turnkey workshops enable you to deliver live presentations on a range of the most timely personal finance topics.
Supportive presenter guides
Scripted facilitator guides and “train the trainer” materials arm you with the scripting and best practices needed to present to any audience, any time.
Built-in take-home materials
Accompanying participant guides allow participants to stay engaged through applicable activities and thoughtful points of self-reflection.
Event scheduling platform
Participants can download materials, take assessments, sign up for calendar reminders, and access your virtual event URL all on your branded platform.
Knowledge gain measurement
Digital pre- and post-assessments give you insight into participant knowledge gain right in the platform.
Targeted data capture
Robust data collection allows you to report on knowledge gain, zip code, and other outcomes important to regulators through a digital platform.
Join Our Network of 850+ Financial Institutions
Request a Demo
Schedule a walkthrough of EVERFI Engage™ to understand how you can bring life-changing financial wellness skills to your community, in-person or online.
Request a Demo
Fill out the form below for a free demo of EVERFI Engage™