Workshops for All
We educate families to manage, build, and protect their wealth for lasting legacies.
Personal Finance Series
Learn to manage and grow your wealth effectively for a secure future. Topics will go over habits, debt, savings, and budgeting.
Session to start in Late Spring 2025
Personal Finances Series
Supporting families to manage, build, and protect their wealth.
Tell us in the Contact Form if you are interested!
Building Productive Habits and Goals
This is the first session in the series and is designed to encourage you to think about how your habits impact your finances and to start setting goals.
Debt and Credit Management
This second series is designed to have you go over your debt and work on strategies to pay it down. You will also go over strategies to improve your credit score.
Budgeting and Saving
This is the third session in the series and will introduce you to planning a budget and set goals for you future. This is designed to be added on to for the remaining sessions.
Protecting Your Wealth
This session is to help you understand the different types of insurance and how insurance can protect you from loss as well as understanding coverage.
Retirement and Long-term Planning
Understanding Investments and Taxes
This is the fifth session in the series and will introduce you to planning for your future. Learn about retirement and plan ahead.
This is the last session in the series and will introduce you to investment strategies and tax planning. This is designed to be an overview.