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Money & Tech Workshops
We run practical, judgment-free workshops that help people use everyday technology to budget, save, automate and protect their money.
Overview
Practical financial-wellness and digital-tools training for groups
Financial stress follows people to work, and many of the tools that could help, from banking app features to password managers, go unused because nobody has shown people how to set them up. Workshops are an efficient way to close that gap for a whole team or community at once.
Our sessions combine plain-language financial basics with hands-on technology guidance. Participants learn concepts such as building an emergency fund, comparing budgeting methods and prioritizing debt payoff, and then see exactly how to put them into practice with the apps, settings and spreadsheets they already have. Security topics are woven throughout, because scam awareness protects both employees and the organization.
Workshops are educational and general in nature. We do not sell financial products, recommend specific banks, cards or investments, or provide individual investment, tax or legal advice, and we do not collect participants' account details. MR IT LLC never holds client funds, does not provide investment advice, and does not access any account without your explicit written authorization (read-only wherever the platform allows). Content is adapted to your audience, whether that is new hires, a nonprofit's clients or a group of small business owners.
Who it’s for
- Employers adding practical financial wellness to their benefits
- HR and people teams planning lunch-and-learn sessions
- Nonprofits, libraries and community organizations
- Small business groups and professional associations
- Schools and programs teaching young adults to manage money
What’s included
Everything in the Money & Tech Workshops engagement
01Audience needs check
We learn about your participants beforehand so examples, pacing and topics match their situations and experience levels.
02Core money modules
Choose from budgeting methods, emergency funds, debt payoff strategies, automation and side-income record keeping.
03Digital tools walkthroughs
Live demonstrations of banking app features, alerts, autopay, spreadsheets and budgeting app categories, with no product endorsements.
04Scam and fraud defense
Real-world patterns of phishing, smishing, vishing and payment-app scams, with clear steps for what to do if something goes wrong.
05Hands-on activities
Guided exercises with our free calculators and printable worksheets so participants leave with a plan, not just notes.
06Take-home resources
Slides, checklists and links to free government resources such as consumerfinance.gov, IdentityTheft.gov and AnnualCreditReport.com.
Process
How it works
Free consultation
We discuss your audience, goals, format and timing, then scope and quote the workshop or series in writing.
Agenda design
We propose an agenda and learning outcomes, adapt content to your group and confirm logistics for in-person or virtual delivery.
Live delivery
We run an interactive session with demonstrations, exercises and open Q&A, keeping questions general and never asking for personal account details.
Resources and feedback
We share take-home materials and an optional anonymous feedback form, and suggest follow-up topics based on participant questions.
Deliverables
What you walk away with
- A tailored agenda and learning outcomes
- Live workshop delivery, in person or virtual
- Slide deck and participant worksheets
- Checklists for budgeting, automation and security
- A curated list of free government financial resources
- A summary of participant questions and follow-up recommendations
Tools & technology
Platforms we work with
Platform names are trademarks of their respective owners and are listed for compatibility only; MR IT LLC is not affiliated with or endorsed by them.
FAQ
Money & Tech Workshops: common questions
Either. We confirm the format, group size and session length during the consultation and adapt the activities accordingly.
No. We teach concepts and tool categories, and we point participants to free government resources. We do not sell products or receive compensation from financial institutions for recommendations.
No. Exercises use illustrative numbers or participants' private worksheets, and we never ask for account details, balances or credentials.
Yes. Many organizations prefer a short series, for example budgeting, then automation, then security. We can scope a single session or a series after the free consultation.
Ready to get started?
Tell us about your situation and we will suggest the simplest setup that solves it — free, with no obligation.