The Californer - FinIQ Edu Launches High-Impact Workshop Vertical to Close the Workplace Benefits Gap—Drives 82% Surge in 401(k) Participation Intent

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Founder Jessica Perrone, AFC®, Expands Her Financial IQ with B2B Sister Company Built to Turn Employee Confusion into Measurable Action

NEW YORK - Californer -- In workplaces across the country, a quiet leak is draining employee wealth: underutilized benefits. With nearly one in four employees failing to maximize employer-sponsored programs, FinIQ Edu is stepping in with a bold solution—one designed not just to inform, but to activate.

Launched as the B2B sister company to the acclaimed Her Financial IQ, FinIQ Edu debuts its specialized workshop vertical in alignment with Financial Literacy Month, offering companies a new lever to pull in the battle against low benefits participation. These dynamic, white-label workshops are engineered to translate complexity into clarity—and clarity into contribution.

Alongside its workshop rollout, FinIQ Edu is also introducing Benefit Toolkit, a free, standalone diagnostic resource for HR leaders and financial advisors. Think of it as a backstage pass to your current benefits strategy—revealing the "jargon gaps" and communication breakdowns that quietly prevent employees from fully engaging with their compensation and long-term wealth-building opportunities.

At the helm is Jessica Perrone, AFC®, a financial educator known for transforming intimidating financial concepts into accessible, confidence-building experiences. Her methodology doesn't just resonate—it delivers. On average, FinIQ Edu workshop participants demonstrate:

82% increase in intent to contribute to 401(k) plans (or equivalents)
87% increase in confidence and intent to invest with a financial advisor

"Effective education isn't measured in information delivered—it's measured in action taken," says Perrone. "At FinIQ Edu, we're not just teaching employees about their benefits—we're giving them the confidence to use them. When that happens, everything changes: participation rises, engagement deepens, and employers finally see ROI on the programs they've invested in.We are here to help HR directors and advisors move the needle on the metrics that define their success"

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Solving the Workplace "Participation Gap"

FinIQ Edu's workshops are designed to address what Perrone calls the "jargon gap"—the disconnect between how benefits are communicated and what employees actually understand.

To support organizations in identifying these barriers, FinIQ Edu is also launching a complimentary Benefit Toolkit, a diagnostic resource that enables HR leaders and advisors to audit their internal communications and uncover friction points that may be limiting engagement.

Core Offerings

Financial Wellness & Investing Workshops
Scalable, co-ed, white-label programs designed to increase participation in workplace benefits
Behavior-Driven Methodology
A proven framework focused on clarity, confidence-building, and measurable action
White-Label Integration
Seamless alignment with existing employer-sponsored financial wellness initiatives
The Benefit Toolkit (Free Resource)
A diagnostic audit tool to identify communication gaps and improve program effectiveness

A Shift Toward Measurable Outcomes

As organizations face increasing pressure to demonstrate ROI on employee benefits and wellness programs, FinIQ Edu positions itself at the intersection of education and outcomes—helping companies not only offer benefits, but ensure employees actually use them.

About FinIQ Edu

FinIQ Edu is the B2B education and consulting division of Her Financial IQ, delivering workplace financial wellness and investing programs designed to drive measurable employee engagement. Through a focus on clarity, inclusivity, and behavioral change, FinIQ Edu helps organizations increase participation in existing benefits while empowering employees to build long-term financial security.

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Website: www.finiqedu.com

About Jessica Perrone

Jessica Perrone, AFC®, is a financial educator and founder of Her Financial IQ and FinIQ Edu. She is known for her work translating complex financial concepts into actionable strategies that drive real-world behavior change. Through her workshops and programming, she has helped thousands move from financial uncertainty to investment confidence, with a focus on closing the communication gap between financial systems and everyday users.