Virtual and In-Person Workshops to Empower Your Community
Build confidence and connection through live, interactive financial education experiences – delivered virtually or in-person. Everfi Engage™ makes it easy to connect with learners during life’s most important financial moments, offering education that is timely, easy-to-deploy, trusted, and transformative.
Make a Real Impact in the Moments That Matter Most
Individuals and families across the country are facing rising financial uncertainty—navigating job changes, housing insecurity, and tighter budgets. In these moments, your institution has an opportunity to show up not just as a financial provider, but as a true community partner.
With Everfi’s engaging, workshop-based learning experiences, your brand becomes a trusted guide. Whether you’re hosting in your branch, at a community center, or through a virtual event, you can meet people where they are and give them the tools they need to move forward with confidence.
When businesses support meaningful learning, communities gain the skills—and the trust—to thrive. And that connection starts with Everfi.
Just-in-Time Content
Our 20+ turnkey workshops enable you to deliver live presentations on a range of the timeliest financial topics.
Engaging Experiences
Discussion questions and self-reflection prompts to increase participation.
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.
CRA Compliance Ready
Content and data designed to meet regulatory requirements.
Knowledge Gain Measurement
Built-in digital pre- and post-assessments.
Bilingual and Inclusive
Materials available in English and Spanish.
Flexible Formats
Use virtually or in person at branches, schools, or community centers.
Take-Home Materials
Participant guides encourage ongoing learning.
Event Management Tools
Branded platform for assessments, materials, calendar reminders, and event URLs.
Popular Workshop Topics
Workshops are typically 45–60 minutes, and tailored materials are available for K–12 and adult learners.
- Budgeting and Making Budgets Work
- Credit Scores and Reports
- Identity Theft and Elder Fraud Prevention
- Debt Management
- Mobile and Online Banking
- Planning for Financial Emergencies
- Retirement Readiness
- Mortgage Basics and Modifications
- Buying a Car
- Considering Homeownership
- Small Business Banking Services
- Family Planning for Higher Education
- Developing a Business Plan
- How Businesses Use and Obtain Credit
A Strategic Fit for Your CRA and Community Development Goals
Everfi Engage™ makes it easy to deliver high-quality financial education while capturing the impact metrics CRA examiners and stakeholders care about. Whether your strategy is focused on low- to moderate-income populations, small business outreach, or lifelong learning, this solution supports measurable outcomes with built-in compliance tools.
Join Our Network of 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.