Group Workshops
Financial Concepts
Your employees, teams, and group members deserve access to practical information about personal finance.
Here are some of the topics that I specialize in:
- How to create a budget: A budget that works for one’s lifestyle and income is essential.
- Eliminating Debt: Learning about the different types of debt, such as credit cards, student loans, and mortgages, and creating a plan to pay them off.
- Retirement Planning: There are different retirement planning options and taxes, payouts, and timing all play vital roles.
- Insurance Basics: Health, life, and disability insurance are not one size fit all.
- Estate Planning: Without wills, trusts, and other estate planning tools, one’s assets can be depleted severely.
- Youth Financial Planning: Gen Z has unique financial challenges AND opportunities.