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.

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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.


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

EVERFI Engage™ for Your CRA and
Community Development Strategy

With our one-stop digital platform, it is easier than ever to track knowledge gain, zip codes, and other outcomes important to CRA regulators and other stakeholders.

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.

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™