Dr. Dan Pallesen

Workplace financial stress isn't just a personal concern—it directly impacts productivity, employee engagement, mental health, and overall job satisfaction. According to PwC’s 2022 Employee Financial Wellness Survey, 34% of employees report that financial worries negatively impact their mental health, while only 42% feel comfortable managing finances amid rising living costs. Further supporting this, TIAA’s 2022 survey reveals employees participating in corporate wellness workshops experience significantly stronger financial health, positively influencing their mental and physical wellness.

Developed by Dr. Dan Pallesen—a financial psychologist, Certified Financial Planner™, Certified Financial Therapist—the Wealth Within Financial Wellness Workshop offers an innovative, comprehensive approach to employee financial wellness training. The program combines an engaging keynote, centered on Dr. Dan’s transformative Pillars of Financial Empowerment.