Engaging Financial Literacy Workshops & Training

Lightbulb creates custom workshops for use in financial education programs and in-house training for financial professionals. 

We combine subject matter expertise in educational financial content with informational design to teaching materials on topics ranging from money management basics for students to behavioral finance for financial advisors. 

Major financial services firms, associations of financial professionals, and independent financial advisers use Lightbulb presentations to:

• initiate new business at special invitation events

• provide financial education in the workplace

• train support professionals on new or complex financial topics

• explain new products or services at conferences and tradeshows

Workshops include speakers’ scripts, worksheets, activities, and resource handouts