Treasurer Goldberg and Citizens Announce Financial Wellness Workshops and Coaching in English and Spanish

The Worth & Wealth Seminars provide free education opportunities to help Massachusetts residents learn money management strategies.

BOSTON – State Treasurer Deborah B. Goldberg’s Office of Economic Empowerment, in collaboration with Citizens, is offering free financial education to Massachusetts residents through the Worth & Wealth Seminars and its sister program, Los Seminarios de Valor y Dinero. Made possible by a $40,000 grant from Citizens to the Economic Empowerment Trust Fund, the seminars pair virtual workshops with one-on-one coaching to help participants feel more confident about their finances and plan for the future.

This initiative builds on the bank’s signature financial education effort, Citizens Money Essentials. Through this program, Citizens colleagues deliver an interactive, bilingual financial education curriculum that equips individuals and small businesses with money management strategies. In 2024 alone, the bank’s colleagues contributed more than 6,500 volunteer hours teaching financial skills in communities across the bank’s footprint. By extending this expertise through the Worth & Wealth series, Citizens and the Treasurer’s Office are bringing practical tools and coaching directly to Massachusetts residents.

For ten weeks, participants can attend workshops in English and Spanish on topics such as wealth-building, investing, managing credit, and avoiding fraud. Workshops are delivered virtually on Zoom by trusted financial experts who answer questions in real time.

The upcoming workshops are as follows:

What is Generational Wealth—and Why It Matters	Wednesday, September 10, 2025
Qué Es la Riqueza Generacional — y Por Qué Importa	Thursday, September 11, 2025
Making the Most of Every Dollar	Wednesday, September 17, 2025
Sacarle el Máximo Provecho a Cada Dólar	Thursday, September 18, 2025
Financial Foundations: Mastering Banking Basics	Wednesday, September 24, 2025
Fundamentos Financieros: Dominando los Conceptos Básicos Bancarios	Thursday, September 25, 2025
Smart Saving Strategies for Every Life Stage	Wednesday, October 8, 2025
Estrategias Inteligentes de Ahorro para Cada Etapa de la Vida	Thursday, October 9, 2025
Investing for Beginners	Wednesday, October 15, 2025
Invertir para Principiantes	Thursday, October 16, 2025
Side Hustles and Wealth Building	Wednesday, October 22, 2025
Trabajos Paralelos y Creación de Riqueza	Thursday, October 23, 2025
Credit Confidence: Build a Strong Financial Future	Wednesday, October 29, 2025
Confianza en el Crédito: Construya un Futuro Financiero Sólido	Thursday, October 30, 2025
Debt Reduction Blueprint: Your Guide to Financial Freedom	Wednesday, November 5, 2025
Plan de Reducción de Deuda: Su Guía hacia la Libertad Financiera	Thursday, November 6, 2025
Retire Ready: Building Your Path to Financial Freedom	Wednesday, November 12, 2025
Listo para Jubilarse: Construya su Camino hacia la Libertad Financiera	Thursday, November 13, 2025
Shield Your Finances: Practical Tools for Fraud Prevention	Wednesday, November 19, 2025
Seminario para Compradores de Vivienda: Una Guía para el Financiamiento de su Hogar	Thursday, November 20, 2025

Webinars are recorded and uploaded to the Office of Economic Empowerment’s YouTube page, where you can also find recordings of previous years’ webinar topics.

Participants may also sign up for a one-on-one financial coaching session in English or Spanish with Samanda Morales, an accredited financial counselor, and CEO of Wellfin 360. Financial coaching slots are limited and available on a first-come-first-serve basis.

Visit the Worth & Wealth or Valor y Dinero program pages to learn more, and connect with the Office of Economic Empowerment for opportunities to promote the seminars with your network.

About the Office of Economic Empowerment 

Treasurer Goldberg created the Office of Economic Empowerment, led by a deputy treasurer, with the deliberate goal of implementing a range of economic empowerment initiatives that include closing the race and gender wage gap, addressing racial equity, increasing access to financial education, and creating pathways to economically stable futures for all residents across the state. 

About Citizens Financial Group, Inc. 

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $218.3 billion in assets as of June 30, 2025. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,000 ATMs and approximately 1,000 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on X, LinkedIn or Facebook.

Citizens Colleagues Powering Financial Education

A core element of Citizens financial education commitment is colleague volunteerism.  Through the bank’s Citizens Money Essentials program, colleagues deliver interactive Citizens-branded financial education curriculum in English and Spanish, sharing expertise and resources with individuals and small businesses in communities across its footprint. In 2024, Citizens colleagues provided more than 6,500 hours of financial education.  Citizens’ commitment to financial education is part of the bank’s broader mission to promote economic opportunity and financial well-being for the communities it serves. By investing in education, entrepreneurship, and workforce development, Citizens is helping build the workforce of the future and fostering stronger communities where everyone has the opportunity to thrive.For more information on Citizens’ financial empowerment initiatives, visit Financial Empowerment | Citizens.

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