Register for our Monthly Live Instructor Courses (Teams & In-Person)
Budgeting 101: This workshop will cover the basics of creating and sticking to a budget. Participants will learn about tracking expenses, setting financial goals, and prioritizing spending to achieve those goals.
Retirement Planning: In this workshop, participants will learn about the different types of retirement accounts, how to estimate retirement expenses, and strategies for building a retirement nest egg. This workshop can be particularly helpful for those who are approaching retirement age.
Debt Management: This workshop will provide strategies for managing debt, including prioritizing payments, negotiating with creditors, and avoiding common debt traps. Participants will also learn about the potential impacts of debt on their credit score and overall financial well-being.
Investing 101: This workshop will cover the basics of investing, including different types of investments, how to diversify a portfolio, and the potential risks and rewards of investing. Participants will gain a better understanding of how investing can help them achieve their financial goals.
Estate Planning: In this workshop, participants will learn about the importance of estate planning, including creating a will, choosing beneficiaries, and understanding estate taxes. This workshop can be particularly helpful for those who have children or who have accumulated significant assets.
Financial Planning for Families: This workshop will cover financial planning strategies specifically tailored to families, including how to balance competing financial priorities, plan for education expenses, and save for major purchases like a home or car. Participants will gain a better understanding of how to manage their finances in a way that benefits the whole family.
