Lunch & Learn | The Importance of Financial Wellness
Session Abstract
Project work is stressful enough. Money stress makes it heavier, and it quietly impacts focus, decision-making, and overall performance.
In this Lunch & Learn, Heather Coleman, MBA shares why financial wellness belongs in the workplace, and why it matters for project professionals who are balancing deadlines, priorities, and real life. Heather is a dynamic leader in employee financial wellness, known for making “money conversations” feel simple, human, and surprisingly engaging. She helps organizations build a culture where financial education is normalized, accessible, and practical.
You’ll leave with a clearer understanding of how financial wellness affects overall wellbeing, plus two foundational skills you can start using immediately to feel more in control.
Learning Objectives
By the end of this session, participants will be able to:
- Explain why financial wellness matters, and how it impacts wellbeing, work performance, and quality of life
- Identify common money myths that shape behaviour and decisions, and replace them with healthier perspectives
- Apply two core financial wellness skills:
- Budgeting (a simple, realistic approach that can actually stick)
- Net worth tracking (knowing what you own vs. what you owe, and why it matters)
- Participate in a live Q&A to get practical guidance and next steps
Meet the Speaker
LinkedIn - https://www.linkedin.com/in/heather-coleman-mba-pmp-6b474635/
Heather Coleman, MBA PMP is a dynamic leader dedicated to fostering employee financial wellness. Heather specializes in integrating financial education into corporate cultures through fun, engaging training that breaks the cycle of no longer talking about money.
