Embedded Files
Join our 4-week workshop designed to enhance your financial literacy and help you achieve your financial goals. You can attend alone or invite friends and family to join—up to four participants can attend together. The sessions will cover topics such as understanding your bank, money management and goal setting, debt management, and saving for retirement. Don't miss this opportunity to sharpen your financial skills and work towards your goals!
Financial Literacy Workshop
This four (4) week workshop can be attended by yourself or join with friends or family
Financial Literacy Workshop Details
Financial Literacy Workshop Details
Participant Fees for 4-week Financial Literacy Workshop
One (1) person: $150
Two (2) person group: $100 per person
Three (3) person group: $75 per person
Four (4) person group: $50 per person
Schedule
WEEK 1: Understanding Your Bank
We will cover how banks make money, their impact on accounts, ways to leverage them, and key considerations when engaging with financial institutions.
WEEK 2: Day-to-Day Money Management
We will explore strategies to manage your finances effectively and the systems that will help you stay on track.
WEEK 3: Debt Management
We will discuss systems to help you pay down debt and steps to stay out of debt, understanding credit, and resources to help you pay down debt.
WEEK 4: Retirement Planning
We will discuss how to plan for retirement, employer (401k/403b), and non-employer accounts (Traditional/Roth IRAs), & how to read your social security statement to help you save for retirement.
Additional resources participants will receive:
Financial Literacy Basics Workshop Presentation Decks
Financial Goals Worksheet (Strategies for short-term & long-term goals)
Income/Expense Tracker
Debt Payment Tracker
Net Worth Tracker
Email access between sessions to give you full support towards achieving your financial goals
Page updated
Report abuse