WORKSHOPS

We partner with high schools, colleges, and educational institutions to deliver age-appropriate, engaging financial literacy workshops. From budgeting basics to student loan strategies and investing 101, we help students build the foundation for lifelong financial well-being.

Popular topics include:

• Real World 101: Budgeting, banking, and adulting essentials

• Debt & Credit: How to build credit and stay out of debt

• Investing 101: Building wealth early and sustainably

We collaborate with corporations, nonprofits, and other organizations to design and deliver customized financial education workshops—either in person or virtually. Each session is tailored to your audience, industry, and goals, making financial literacy practical, engaging, and actionable.

Popular topics include:

• Financial Foundations: Budgeting, debt management, and building healthy money habits

• Strategic Wealth Building: Retirement readiness, investing basics, and compounding over time

• Philanthropy & Legacy: Aligning giving with values and goals

We work with financial advisors, family offices, and wealth management teams to deliver private, white-labeled workshops for clients and their families. These sessions deepen generational relationships, build trust, and empower clients to become confident stewards of their wealth.

Specialized topics include:

• Understanding Trusts & Estates

• The Confident Beneficiary: Navigating inherited wealth

• Strategic Wealth Building for Women

• Foundations of Investing & Philanthropy