Financial Wellness Workshops are offered to groups, organizations and businesses. Focusing on teaching the importance of creating the foundation of financial wellness. Workshop includes the topics below, access one-on-one finacial coaching sessions and individualized goal planning.
Budgeting
- Importance of Budgeting and Saving
- How to create a budget
- Seven baby steps
Life Insurance
- Types of Life Insurance
- Importance of properly protecting your family
Debt
- Types of debt: Revolving vs. fixed
- How to pay down your debt
Savings
- Rule of 72
- Dollar Cost Averaging
- What is a Mutual Fund
- How to save for retirement (and why!)
