Why Financial Wellness Matters?

Heather Coleman

Recording: YesLanguage: EnglishDuration: 45 min / 15 min
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Why Financial Wellness Matters?
Heather Coleman
Your expert

Heather Coleman

Heather Coleman, MBA, PMP, is a passionate financial wellness leader, TEDx Speaker, author, and advocate dedicated to helping people build healthier relationships with money. Her MBA research focused on the impact of financial wellness in the workplace, and she has since empowered thousands through education, speaking, and meaningful conversations about money. Known for making complex financial topics relatable and accessible, Heather works with organizations to foster cultures of financial well-being. In 2026, she was recognized as “Canada’s Most Inspiring Woman Championing Financial Wellness to Watch in 2026” and by MSN.com asoOne of the “Top 10 inspiring women leaders” A proud mother of two and avid ringette player, she brings authenticity, resilience, and heart to everything she does.

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Session Summary

In this session, financial literacy educator Heather Coleman (Enriched Academy) makes the case for why financial wellness deserves more attention. It is more than just dollars and cents in this presentation as she links money stress to physical health, mental strain, and relationship friction, and pointing to how widespread paycheck-to-paycheck living and retirement worries really are.

Heather then debunks a few common "money myths" that get in people's way before landing on two practical habits she considers the foundation of financial wellness: building a budget and keeping track of net worth over time.

Interaction

During the expert session, Heather Coleman engages the audience through a live Q&A session. Inspiring reflection and encouraging active participation from all attendees.

Before you book

Questions about Why Financial Wellness Matters?

Is this session interactive, or do people just watch?

It is interactive, and the block above says exactly how for this session. Nobody has to speak up who does not want to: the chat and the polls carry most of it, and the questions can come in anonymously.

Is this for beginners or for people who already know the subject?

In this session, financial literacy educator Heather Coleman (Enriched Academy) makes the case for why financial wellness deserves more attention. It is more than just dollars and cents in this presentation as she links money stress to physical health, mental strain, and relationship friction, and pointing to how... It is built for a general working audience: no prior knowledge is assumed, and people who already know the subject get the research and the practical side rather than an introduction.

How long does it take, and what do we have to prepare?

It runs 45 min / 15 min: the talk, then live questions. All you do is pick a date. We brief Heather, produce the session, host and moderate it, run the Q&A, and send you the report within an hour of the end.

Who can join, and where does it run?

A team, a department, an employee network or every single employee at once, with no cap and no per-seat price. It runs inside your own Microsoft Teams, Zoom or Google Meet, or on a branded page we build. No integration, no login, no company device or e-mail.

Can our global colleagues follow it?

The session is delivered in English. You can add high accuracy live subtitles in 8, 16 or 24 languages, so everyone follows in their own. That is a paid option, priced by the number of languages you need.

Will our IT department have a problem with this?

No, and that is by design. There is nothing to install, nothing to integrate and no connection to your systems, so there is nothing for IT to validate: we join your own Teams, Zoom or Meet as a guest speaker, or we host a page and your people open a link. No software, no accounts, and no data of yours that we can reach. It is why hundreds of companies, among them some of the largest technology and financial firms in the world, were able to start within a day.

How does this work under GDPR?

We never receive or hold personal data about your employees. Because the session runs in your own environment, attendance and identity stay with you, and what we report back is aggregated: numbers, ratings and survey answers, not people. That is also why IT approval usually takes minutes rather than weeks.

What do we get afterwards?

You keep the recording and can share it internally. You also get attendance over time, participant ratings for the content and the speaker, the survey answers, and the topics your people asked for next.

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