Seminars & Webinars

For educators

Are you a high school and college educator?

We offer free seminars and webinars to open up the forum about personal finances.
Topics we cover:

• Cash flow (income, expenses, budgeting, debt management)

• Savings (emergency, family savings goals, insurance)

• Basic concepts about investing (rule of 72, types of retirement accounts, dollar-cost averaging)

• Basic overview of the financial journey

• We can always cater to the needs of your students and cover topics of your choice!

Interested in us discussing money with your students? Fill out the form below!

For Small Business Owners

Are you a small business owner? Are you looking for unique benefits to offer your employees?

We offer 90 mins seminars and webinars to open up the forum about personal finances for your employees. This would be a great way to show you care about your employees’ financial journeys and will help you retain them.
Topics we cover:

• Cash flow (income, expenses, budgeting, debt management)

• Savings (emergency, family savings goals, insurance)

• Basic concepts about investing (rule of 72, types of retirement accounts, dollar-cost averaging)

• Basic overview of the financial journey

• Have something specific in mind? We can tailor our presentation to your needs!

Our pricing: $25/employee, $250 minimum, $750 maximum.

Interested in offering this benefit to your employees? Fill out the form below!