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-week 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 Zoom 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

Week 1: Ready, Set, GOOOALS
October 15, 2020
Values & Goals – Define core values, set goals, and discover your financial archetypes
Presented by Kasey McManis

Week 2: Make it Rain
October 22, 2020
Spending, Saving & Debt – Define spending priorities, automate savings, and tackle debt
Presented by Emily Benedetto

Week 3: Investing Basics
October 29, 2020
Investments – Decode the jargon, learn the strategies, be the smartest in the room
Presented by Lauren Boyes and Stacie Rasmussen

Week 4: “When I retire…”
November 5, 2020
Retirement Planning – How much to save, the difference between a 401k/IRA/Roth etc, and how to get free money
Presented by Kim Helm

Week 5: Insurance Explained
November 12, 2020
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

Week 6: “I’m dead, now what?”
November 19, 2020
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

*If you miss a session, you will be able to access the recording and homework through a private participant portal



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