These four workshop programs have been developed to better meet the needs of companies and organizations committed to helping management and employees take control of and have peace of mind with their personal finances. Companies that provide financial literacy support for employees have been shown to lower stress levels in the workplace, which in turn leads to increased productivity.

The recommended number of sessions per program is designed to ensure everything is covered at a comfortable pace.  One workshop per day is ideal to avoid overload and ensure optimum learning.  

Content is presented in a manner that is simple and practical so that participants walk away empowered to put the steps into action, thereby increasing financial know-how.

 
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Corporate Workshop Descriptions

Money T.L.C.

This is the foundation program for financial literacy. Beliefs about money will be examined to help influence change around spending and saving behavior.  Simple and fun solutions for getting finances organized will ensure participants see the value in sitting down on a regular basis to track money flow.  Financial goals and a budget will be set-up to help realize personal goals for ‘Financial Freedom.’   10-12 sessions. This program is recommended to run over 7-12 months.’

$40 / participant

Minimum 6 people

Abundance with Age

This is the retirement planning program. It helps participants understand what they want their retirement to look like.  Retirement can seem like a distant illusion to most, so I help eliminate the unknown by getting down to the activities participants see themselves doing in the future and ensuring they are in alignment with their values.  We then calculate and assess the lifestyle cost and how to fund this last part of life.  10-13 sessions.

$70 / participant

Minimum 6 people

Debt Daze

This program helps participants maneuver around debt to ensure they are not overrun by the interest costs. Both good debt and bad debt exist; the rationale will be shared so everyone knows when it is appropriate to take on debt and be comfortable with it. Both types of debt can affect the ability to succeed in today’s world of credit.  If your debt position needs to improve, tips on how to rebuild credit and manage it will help get you ahead faster.  5-7 sessions.

$40 / participant

Minimum 6 people

Love your Assets, Grow your Assets

This program will get your money working for you.  Benefits of various savings and investing vehicles will be looked at to see which ones are best for reaching personal goals. Also, the range of risk on various investments will be shared. Thoughtful questions will be provided to ask your current financial advisor to ensure you can trust their skill and integrity. Each participant will work through their very own investment plan. 7-10 sessions.

$70 / participant

Minimum 6 people