We offer comprehensive presentations to help participants understand the vocabulary and concepts related to building wealth and achieving prosperity.
This workshop series covers essential financial literacy and wealth-building topics, including building a strong financial foundation, budgeting, and managing debt and credit. Participants will also explore wealth creation through stock market investing, home ownership, retirement savings, estate planning, and more.
Register for our virtual “All About Finances” monthly class! Explore a new topic and vocabulary each month in a fun, interactive, and educational way.
Financial Foundation
In a one-hour presentation learn personal Financial Foundation’s key concepts, and strategies to reach a strong financial foundation, understand debit and credit, and reduce financial stress.
Budgeting
Learn budgeting basics, track income and expenses, and boost cash flow. Discover ways to save, earn more, and reach your financial goals confidently.
Credit and Debit
Learn smart credit use, debt limits, how to build good credit, credit score and report, and relief options in this personal finance class.
Investing
Learn investing basics! Understand stocks, bonds, risk, and smart strategies to build wealth. Start your journey today!
Stocks, Bonds, Mutual Funds and ETF’s
Learn the basics of investing in stocks, bonds, and mutual funds with clear examples, essential terms, and smart strategies to grow your money.
Retirement
Learn retirement basics—Social Security, savings goals, retirement accounts, and common pitfalls—so you can plan to retire confidently.
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Home Ownership, Estate Planning, Taxes, more…
Schedule Your Workshop Today!
We’ll create a customized program and work with you to get started. Let’s build something great together!