Financial Wellness Workshop
Got a group of friends or employees who want to learn about a financial topic?
Schedule a customized group workshop.
Topics could include, but are not limited to:
- Budgeting and Saving: Aligning your spending and saving to YOUR values.
- Retirement Planning: Someday, you may want to stop working.
- Basics of Investing: Demystifying the world of investing.
- Credit and Debt Management: How do I (re)build credit? How do I get and stay out of debt?
- Student loans: What options do I have for repayment?
- Rent vs Buy: How do I know what’s best for me? If I buy, what do I need to know?
- Adulthood: I just got my first paycheck. What do I need to know?
We work with you to determine the needs of your group and customize content to topics that impact them most.