Personal Finance Workshops and Classes

As a financial coach, I don’t only work with individuals one-on-one. I also host personal finance workshops and classes to help groups of people learn more about how to handle money and create wealth. These events are a great way for a group to get an overview of a specific financial topic.

For example, in January 2020, I hosted a special New Year’s themed workshop with Megan Morris of CoVA Collective Realty. Most New Year’s Resolutions fail, and we wanted to change that. This workshop focused on achieving your New Year’s financial goals and developing a process that actually works. Our attendees left the event feeling empowered and ready to change their financial trajectory.

In these financial literacy workshops and classes, I host an activity, give basic resources to help attendees get started, and ask the audience questions to make things engaging. I also often raffle off prizes. The most important aspect of these special events is that they are custom-tailored to your venue’s and audience’s needs.

I have several personal finance workshops that I can present at any time, but I can also create a customized class. If you want a class for high school or college students, I can create a special presentation for this audience. Even my standard courses will touch on topics that affect almost everyone, though.

Pricing for my personal finance workshops and classes varies according to what you want the event to be like. If you want to discuss setting up a workshop, please reach out to me using the form below. We will talk about what you need and determine how I can best serve your audience!


Personal Finance Workshop Inquiry


Note: I will need sufficient notice if you require a custom presentation. Please reach out to me as soon as possible if you want a special workshop.

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