Web Series: Beginner Finance for Young Professionals

Beginner Finance Workshop: From Anxiety to Confidence – Making Money Work for You

When you think about your finances, do you feel uneasy? Get a bit dizzy? Distract yourself with something shiny? Trust us… you’re not alone! 

What if there was a simple, straightforward (and dare we say FUN) way to learn the most important things you need to know about your dough? 

This 6 part workshop guides you through the first big steps in your financial journey.

Through engaged learning, you will take action with a group of like-minded young professionals. Each 45-minute  session offers a streamlined presentation, Q&A, and weekly checklist.  

Sign up if you’re…

  • A career professional in your 20s or 30s
  • Currently employed (or self-employed)
  • Ready to take control of your finances
  • Ready to decode financial jargon
  • Looking to build wealth and gain control of your financial future


Be ready to…

  • Come to “class” each week
  • Complete the weekly action items
  • Gain confidence around your money


The Breakdown

Course 1: Ready, Set, GOOOALS
Values & Goals – Define core values, set goals, and discover your financial archetypes
Presented by Kasey McManis

Course 2: Make it Rain
Spending, Saving & Debt – Define spending priorities, automate savings, and tackle debt
Presented by Emily Benedetto

Course 3: Investing Basics
Investments – Decode the jargon, learn the strategies, be the smartest in the room
Presented by Lauren Boyes and Stacie Rasmussen

Course 4: “When I retire…”
Retirement Planning – How much to save, the difference between a 401k/IRA/Roth etc, and how to get free money
Presented by Kim Helm

Course 5: Insurance Explained
Healthcare Benefits & Insurance – How to choose the best healthcare plan and what kinds of insurance you really need (or don’t)
Presented by Rasheed Ahmed

Course 6: “I’m dead, now what?”
Estate Planning – What it is (and why you need it), what happens to your social media, and why your parents need planning too (for your sake)
Presented by Katie Stych


Go from anxiety to confidence with your money.

Our free Beginner Finance course takes you every step of the way.


What’s your financial archetype?

Simplify your life with a plan

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