Minna Schmidt - Swiss Financial Coach

Financial Wellbeing workshop

An inspirational workshop on financial

empowerment and the power of investing

“I cannot recommend Minna more highly.

She listens, communicates with generosity and grace and never is without a smile and a positive attitude”

Visual Guidelines
MVB — 2024

Una Clifford,

Senior Head of Coordination Unit,

European Investment Bank

Empower Your Employees with Financial Security

In today's fast-paced world, financial security is a cornerstone of overall wellbeing.

As an organisation, you have the unique opportunity to support your employees

on their journey to financial empowerment.

By offering financial consulting workshops tailored specifically for your employees. You

can help your team build confidence in their financial futures and ensure they have the tools and knowledge to thrive both personally and professionally.

Starting First Job

Understanding employee benefits, negotiating salaries, and setting up retirement accounts

Finding a Life Partner

Joint financial planning, discussing shared goals, merging finances, and safeguarding your own financial interests

Becoming a Parent

Balancing career and parenthood, childcare costs, family budgeting, making a will and long-term

education savings

Becoming an Expat

Understanding the cost of living and financial system, tax and pension implications, currency risk, decision on permanent relocation

Becoming Divorced or Widowed

Dividing marital assets, determining livelihood in the new situation, addressing your children’s situation, being aware of your rights, estate planning

Planning for Retirement

Optimising retirement accounts, investments, understanding pension options, and tax planning to enable financial stability

Our Life Stages Have Unique Financial Implications

We traverse various unique life stages, but one principle is key in every stage: Making informed financial decisions. Their impact will ripple across the years. Here are some examples:

What I Offer

My Financial Wellbeing Workshops are designed to inspire and educate your employees about the critical aspects of financial management and investment strategies.

These interactive sessions include live exercises, inspirational case examples, and research-backed insights that participants can directly apply to their own financial situations.

The workshops covers:

Understanding the unique financial risks and opportunities throughout different life stages.

Building knowledge on the power of investing and actionable next steps to get started.

Gaining inspiration and confidence through reflective exercises and real-life case studies.

Access to tips, resources, and tools for continued financial growth and wellbeing.

Benefits for your Organisation

By offering my Financial Wellbeing Workshops, your organisation stands to gain in numerous ways:

Support Employee Wellbeing:

Empower your employees to build a secure financial future, reducing stress

and improving overall productivity.

Una Clifford,

Senior Head of Coordination Unit,

European Investment Bank

Enhance Employee Engagement:

Empower your employees to build a secure financial future, reducing stress

and improving overall productivity.

Promote Team Building:

Encourage collaboration and connection among employees as they learn and grow together.

Maximize Benefits Utilization:

Increase the number of employees taking advantage of company-offered incentives, contributing to their financial health.

Build a Stronger Reputation:

Position your organization as an inspirational workplace that promotes diversity, gender balance, and holistic employee wellbeing.

“The workshop instilled a sense of empowerment and confidence in managing my own financial journey”
Karen Keller, University of St. Gallen
“We are committed to empowering women in the workplace”
Christelle Cornaz, PwC
“Every interaction counts to make a change in closing the financial gender gap”
Mirjam Bächler, Astra Zeneca
“Females should be investing too”
Jil Pettenhofer, University of Zürich
“The workshop really pushed me to think about my financial future”
Anna Somm, Co-Founder of Femella

Financial Wellbeing Workshop

Testimonials

Contact me today to learn more about how my workshops can benefit your organisation and help your employees achieve financial wellbeing.

Schedule a call

Email me

Swiss Financial Coach and Investor Empowering Women in Financial Wellbeing

Privacy & Terms of Use

Financial Wellbeing workshop

An inspirational workshop on financial

empowerment and the power of investing

“I cannot recommend Minna more highly. She listens, communicates

with generosity and grace and never is without a smile and a positive attitude”

Una Clifford,

Senior Head of Coordination Unit,

European Investment Bank

Visual Guidelines
MVB — 2024

Empower Your Employees with Financial Security

In today's fast-paced world, financial security is a cornerstone of overall wellbeing.

As an organisation, you have the unique opportunity to support your employees

on their journey to financial empowerment.

By offering financial consulting workshops tailored specifically for your employees, you

can help your team build confidence in their financial futures and ensure they

have the tools and knowledge to thrive both personally and professionally.

Our Life Stages Have Unique Financial Implications

We traverse various unique life stages, but one principle is key in every stage: Making informed financial decisions. Their impact will ripple across the years. Here are some examples:

Starting First Job

Finding a Life Partner

Becoming a Parent

Becoming an Expat

Becoming Divorced or Widowed

Planning for Retirement

Starting First Job

Understanding employee benefits, negotiating salaries, and setting up retirement accounts

Finding a Life Partner

Joint financial planning, discussing shared goals, merging finances, and safeguarding your own financial interests

Becoming a Parent

Balancing career and parenthood, childcare costs, family budgeting, making a will and long-term education savings

Becoming an Expat

Understanding the cost of living and financial system, tax and pension implications, currency risk, decision on permanent relocation

Becoming Divorced or Widowed

Dividing marital assets, determining livelihood in the new situation, addressing your children’s situation, being aware of your rights, estate planning

Planning for Retirement

Optimising retirement accounts, investments, understanding pension options, and tax planning to enable financial stability

What I Offer

My Financial Wellbeing Workshops are designed to inspire and educate your employees about the critical aspects of financial management and investment strategies.

These interactive sessions include live exercises, inspirational case examples, and research-backed insights that participants can directly apply to their own financial situations.

The workshops covers:

Understanding the unique financial risks and opportunities throughout

different life stages.

Building knowledge on the power of investing and actionable next steps

to get started.

Gaining inspiration and confidence through reflective exercises

and real-life case studies.

Access to tips, resources, and tools for continued financial growth

and wellbeing.

Benefits for your Organisation

By offering my Financial Wellbeing Workshops, your organisation stands to gain in numerous ways:

Support Employee Wellbeing:

Empower your employees to build a secure financial future, reducing stress

and improving overall productivity.

Enhance Employee Engagement:

Energize and engage your team, fostering a positive work environment that retains great talent.

Promote Team Building:

Encourage collaboration and connection among employees as they learn

and grow together.

Maximize Benefits Utilization:

Increase the number of employees taking advantage of company-offered incentives, contributing to their financial health.

Build a Stronger Reputation:

Position your organization as an inspirational workplace that promotes diversity, gender balance, and holistic employee wellbeing.

Why Financial Empowerment Matters

Many people realize too late that they should have saved and invested more. A lack of confidence in financial matters and insufficient advice can lead to financial insecurity, especially given our longer life spans and the pressures on pension systems.

My workshops are designed to build confidence in mastering personal finances, ensuring that employees are well-prepared to secure their financial future.

Inspire Financial Empowerment Today

Investing in your employees' financial education is an investment in your organization's future. My Financial Wellbeing Workshops empower participants to take control of their financial situation, helping them achieve financial security and independence.

Together, we can create a supportive and inspiring workplace where employees feel valued and motivated.

Una Clifford,

Senior Head of Coordination Unit,

European Investment Bank

Financial Wellbeing Workshop

Testimonials

“The workshop instilled a sense of empowerment and confidence in managing my own financial journey”
Karen Keller, University of St. Gallen
The Workshop on 'Financial Wellbeing shed light on the importance of financial independence and the significance of starting early to invest wisely.

The workshop not only provided valuable insights into the world of finance but also instilled a sense of empowerment and confidence in managing my own financial journey.

Learning about the strategies to build wealth over time and the impact of early investment has been eye-opening.
“We are committed to empowering women in the workplace”
Christelle Cornaz, PwC
We had an incredible event dedicated to supporting women in their financial wellbeing journey. The insights were invaluable, and we appreciated the seamless organization of the session.
“Every interaction counts to make a change in closing the financial gender gap”
Mirjam Bächler, Astra Zeneca
It was a pleasure to co-organize the HBA Financial Wellbeing workshop. During the workshop Minna engaged the crowd, took each attendee from where they are in their financial investment journey and inspired to take on the own responsibility - not later but now.

Minna has a wealth of experience and it is remarkable to her take action - she really believes in that each interaction counts to make a change in closing the financial gender gap. Thank you!
“Females should be investing too”
Jil Pettenhofer, University of Zürich
When I left the workshop, I knew it was time to turn words into action. The workshop presenters convincingly explained that the earlier one starts planning and investing in their budget, the better.

There is no perfect time to enter the investment market: it’s about the duration. They managed to break down the world of numbers and risks for me, a financial novice, making me curious.

Thank you for the informative, personal, and inspiring workshop!
“The workshop really pushed me to think about my financial future”
Anna Somm, Co-Founder of Femella
I had the pleasure of meeting Minna during our Marmot x femella workshop on financial wellbeing. This workshop was extremely insightful because as a coach and presenter, Minna was truly remarkable, providing not only inspiration but also equipping me with practical tools for my financial journey.

Thus, the workshop really pushed me to think about my financial future, emphasizing the crucial importance of starting early. Now armed with the right resources, I feel both empowered and enthusiastic–not only to apply this knowledge for myself but also to share it with those around me.

Thank you again!