The next-chapter keynote
A practical talk about the life behind the numbers, everyday habits and taking one useful next step.
- Planning range: 30–45 minutes
- Optional audience questions
- For conferences, teams and community events
Speaking · Formats & Planning
Employee Wellness Event Sessions
Compare a financial-education contribution within a workplace wellness event, with clear privacy boundaries and a specific learning task.
How booking worksThree simple steps.
Three simple steps.
No pressure.
Planning an assembly, staff training or community night? Start with a few details and Eric will take it from there.
- Tell Eric about your people
Who’s coming, roughly how many, date ideas and what you hope they take away.
- Talk it through
Eric follows up to discuss fit, format and the details of your event.
- No commitment yet
A request starts the conversation. It doesn’t confirm a booking or a fee.
Turn it up. Take the next step.Make the room
Make the room
count.
Schools, teams and community groups. Bring Eric’s practical money and life conversation to the people you want to encourage.
Promotional slideshow with illustrative scenes. The song is performed by a separate singer, not Eric.
Download the vertical video ↓Read the words
Give your people a reason to move.
From the classroom floor to the working crew,
Everybody needs a next step they can use.
Talk about money, talk about life,
Turn a good intention into something you write.
Bring Eric in, get the whole room thinking,
Less drifting, more doing, start building.
Book Eric to speak, make the next move count.
Put a plan in their hands, turn the volume up loud.
Schools, teams, communities too,
A practical conversation made for your crew.
Bring Eric in, let the next chapter begin!
Hire Eric to speak.
Tell him about your event.
Choose a starting formatThe right conversation.
The right conversation.
For your room.
Three ways to begin planning. Eric confirms the topic, length, delivery and fit for your audience.
The practical workshop
Examples, reflection and selected exercises that help participants connect a lesson to their own questions.
- Planning range: 60–90 minutes
- Private writing and guided discussion
- For classes, employee groups and learning programs
Book to conversation
A facilitated conversation around selected themes from The Life Manual, with room to reflect and ask questions.
- Planning range: 45–60 minutes
- Flexible discussion prompts
- For book clubs, libraries, teams and smaller groups
Something you can forward
Download the planner kit ↓Make the planning conversation easier.
Eric’s bio, format ideas, a planning brief and a practical room checklist—in one event-planner kit.
Define the educational contribution to the event
A workplace wellness event may include many subjects and resources. A money and life learning conversation needs a clear role within that larger setting. Is the intended task to make a term easier to understand, examine a fictional everyday decision, or help employees identify a useful question? Defining that role prevents a broad wellness label from becoming an unsupported claim about health, productivity, or financial improvement. An educational contribution can be worthwhile while remaining specific about what the event can reasonably help people understand or practice.
This guide supports an inquiry to Eric Guillory about a possible session within an employee event. It does not establish an employee assistance service, counseling arrangement, benefits consultation, or available program. Eric is an author, entrepreneur, and financial educator. Describe the audience, the event context, and the learning task being considered, then discuss fit and scope directly. Availability, materials, timing, and engagement details require confirmation. The planning conversation should not imply that a speaking event creates an individual advisory relationship or an ongoing employer-sponsored support service.
Identify the audience without profiling employees
An organizer can describe relevant conditions at the group level: different schedules, a career transition, unfamiliar financial language, or interest in connecting money choices with life priorities. That context can inform examples without identifying employees who may be experiencing difficulty. Avoid building the inquiry around named personal cases or assumptions about a workforce's debts and savings. A learning format should be designed for participation, not used as a way to sort employees according to perceived financial stability, responsibility, or willingness to discuss private circumstances.
If the organization has gathered general learning preferences, describe how those preferences relate to the proposed task. There is no need to send personal records to explain why plain language or fictional examples would help. The organizer should also identify who will attend and whether participation is optional in the actual setting. A session offered during an event may carry different expectations from a private community gathering. Stating those conditions helps Eric assess the educational approach while keeping the inquiry focused on what the group needs to learn.
Keep the session separate from benefits decisions
A general financial-education conversation is different from interpreting an employer's benefit plan or helping an employee choose an actual option. The organizer should identify who is responsible for employer-specific explanations and which questions belong with that source. Do not ask a speaker to improvise guidance about documents or arrangements that have not been reviewed within an appropriate scope. A format can help participants learn how to formulate a question while leaving the substantive answer to the person or professional responsible for the actual issue.
If the wider event includes other resources, make the boundaries visible. A participant should know whether a session is general learning, an explanation from a plan representative, or a separately established professional service. The presence of several contributors in one venue does not merge their roles. Organizers can discuss how introductions, signage, and moderator language will keep those distinctions understandable. This page makes no claim about the organization's benefits, applicable obligations, or what any unconfirmed provider can offer; those details need current, appropriate verification in their own context.
Select a task that permits participation without disclosure
An invented case can let employees examine a money question without discussing their own finances. For example, a fictional worker might compare two recurring commitments or identify which information is needed before understanding a payment schedule. The task should be clearly stated and limited enough for the proposed session. Participants can work privately, observe a prepared example, or contribute a general question. These options make learning possible without asking people to explain a household situation in front of colleagues, supervisors, or organizational representatives.
Avoid public exercises that require a show of hands about debt, financial stress, or missed payments. Such responses are unnecessary for the learning task and can change the atmosphere of a workplace event. If a personal reflection is offered, participants can keep it. An organizer can assess understanding through a fictional case rather than collecting the reflection. The format should make privacy concrete through its questions and materials, instead of relying on a general statement of respect while requesting details the session does not need.
Coordinate the room, schedule, and surrounding resources
A wellness event may involve movement between activities, nearby conversations, booths, announcements, or people arriving at different times. Describe those conditions before choosing a delivery arrangement. A focused exercise needs a different environment from a brief introduction that people can join without preparation. The inquiry should include usable time, approximate attendance, seating, display options, noise, and access needs. These details help establish whether a proposed activity can actually be completed rather than merely appearing on a schedule with an attractive title.
Consider the transition out of the session as well. Participants may need to return to work or move to another event area. A closing instruction should be understandable without requiring additional private reporting. If the host plans to direct people toward other resources, confirm what those resources are and how their roles will be described. Do not imply an endorsement, a specialist service, or a continuing relationship simply because another contributor is present. The event team should communicate confirmed arrangements in a way that respects both scope and participant choice.
State how questions will be handled
Financial education can prompt questions about actual personal circumstances. Plan the response before inviting them. A moderator can welcome general clarification while asking participants not to include identifying account information. Questions about investments, taxes, legal issues, benefits interpretation, or counseling may need an appropriate private professional setting. Eric's role here does not establish current licensed advisory services. A respectful redirection acknowledges the importance of the issue without inviting additional sensitive detail or suggesting that the group session can resolve it.
Written questions also need boundaries. Decide whether they are anonymous, who will review them, and what happens after the event. Do not promise an individual answer to every submission unless an actual arrangement has been confirmed. A general theme may inform a later educational inquiry, but it should not become an informal case file. Keeping the question process modest and clear helps preserve the distinction between an event contribution, the host's own responsibilities, and separate resources that may be appropriate for particular personal needs.
Measure learning without making wellness-result claims
A session review can examine whether participants understood the central idea, found the language clear, and could use the offered participation options. A new fictional case can check a specific skill. Those are appropriate educational observations. They do not establish reduced financial distress, improved health, increased productivity, or a financial return for the employer. Avoid treating attendance and positive comments as evidence of outcomes the event did not measure. The strongest report connects each conclusion with the limited evidence actually gathered.
If the organization wants follow-up, identify the purpose and ask only for information needed to serve it. A private action note can remain with the employee. Anonymous event feedback can be collected separately. Group books or later discussions may be worth exploring, but neither should be presented as automatically included or available. Separate course and workbook assets also require confirmation. A proportionate continuation revisits the learning question while preserving participant choice, rather than turning an educational session into unannounced monitoring of personal financial behavior.
Explore a clearly bounded contribution with Eric
Send the event context, audience, desired educational task, proposed timing, format, room conditions, and participation expectations. Explain what other resources are actually confirmed and how specialist questions will be redirected. State which details are fixed and which remain open. This gives Eric a useful basis for discussing fit without assuming an existing wellness package, fee, date, or service. The inquiry can be specific and action-oriented while leaving the actual engagement and materials to be confirmed directly before promotion.
The Life Manual may provide a common reading point for employees who want to continue reflecting on money, responsibility, and personal direction. Ask about group copies through the existing book inquiry path and keep that request distinct from the event arrangement. A useful workplace contribution has a defined educational role, an accessible example, practical participation choices, and an honest way to review the learning. Those elements help an organizer consider the format without making unsupported claims about personal outcomes or expanding the speaker's role beyond what has been agreed.
Explore the format comparison guide, compare the audience planning guide, or describe your format question to Eric. You can also ask about group book copies.
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Don’t see your question? Text Eric: 504-382-5584
What can a financial-education contribution add to a wellness event?
A specific learning task such as understanding a term, examining a fictional decision, or forming a useful question.
Does this page offer counseling or an employee assistance service?
No. It describes an educational format inquiry and does not establish those services.
How should an organizer describe the workforce?
Use relevant group-level conditions and learning needs without sending named personal financial cases.
Is benefits interpretation part of the proposed session?
Not automatically. Employer-specific questions belong with the appropriate responsible source and a separately defined scope.
Why distinguish other event contributors' roles?
Their presence in one venue does not merge general education, plan explanations, and professional services into one arrangement.
Must employees disclose financial stress or debt?
No. Fictional cases and optional private reflection can support participation without that information.
What practical event conditions matter?
Usable time, attendance, seating, noise, movement, display options, access needs, and transitions to other activities.
How should personal specialist questions be handled?
Acknowledge them respectfully and direct them toward an appropriate private professional setting.
Are individual responses to written questions guaranteed?
No. Any such arrangement must be confirmed rather than assumed from a general event invitation.
Can attendance prove improved employee well-being?
No. The proposed evaluation addresses learning, clarity, and participation without claiming unmeasured personal or organizational outcomes.
Are books or ongoing sessions included automatically?
No. Quantities, materials, timing, fulfillment, and any further engagement require confirmation.
What should the inquiry to Eric include?
Event context, audience, educational task, format, timing, room conditions, participation expectations, and confirmed referral boundaries.
Keep the momentum
Your next useful step.
Format selection
Choose a useful learning format
Compare delivery arrangements in relation to the task, audience, timing and participation needs.
Explore formatsA related format
Facilitated Book Discussion Programs
Compare a guided reading conversation with your group’s preparation, participation needs and desired connection between a passage and everyday life.
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A shared starting point for learning
Ask Eric about group copies of The Life Manual.
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