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
