Financial Education

“The greatest investment a young person can make is in their own education, in their own mind. Because money comes and goes. Relationships come and go. But what you learn once stays with you forever.” —Warren Buffett

Workshops

Sample Materials

Financial Wellness: Healthy Decisions for Your Prosperous Future
Make healthy financial habits and decisions to help your health and wellness throughout life

The sample presentation and activity handout can be downloaded through the image

Workshops or speaking engagements are available (virtually or in-person) on the following topics
and many more upon request:

  • Financial Wellness: Healthy Decisions for Your Prosperous Future
    Make healthy financial habits and decisions to help your health and wellness throughout life

  • College Students and Young Adults: Starting Financially Strong
    Make great decisions early to change the rest of your life

  • Thinking Beyond Today: Developing a Mindset to Positively Build Wealth
    Explore short and long-term attitudes about money to build wealth over time

  • Beyond Basics of Budgeting and Credit: Growing from Financial Literacy to Financial Planning
    Explore the next steps of planning for the future after basic financial literacy is already in place

  • Planning the Retirement of Your Dreams
    Consider what it may take to retire at the lifestyle that you desire

  • Making the Most of Employee Benefits
    Avoid leaving free money on the table at work by understanding how to maximize company benefits

Fees for events are at an hourly rate and include:

  • Presentation with slides

  • Question & Answer sessions

  • Color handouts (paper or electronic) for guests