Managing Money & Investing Workshop.

achieve financial security

This workshop focuses on developing methods and skills to achieve financial independence.
This page provides an overview of the topics that will be covered in the 2-hour workshop, priced at $249.
We can do any of the modules separately as a 1-hour workshop for $149 if you don't need all of them.

Budget for the long term to control your money

Lets face it, no one likes to budget their money. It takes time, patience and hard work but is necessary to avoid issues. If you don't know how much you're spending then your income may not cover your spending. Children require additional cost, so plan well.

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Build wealth over time

Understand the top 5 key financial metrics

01

Use a ROTH IRA for teenagers

02

Use a wealth calculator to decide how much to save

03

04

Select a top company to invest your money

Build great credit

Elements that make up a credit score

Things that bring down your credit score

5 things that build a great credit score

Protect yourself from scams & money fraud

Budget financial success

01

02

03

04

Understand your income growth, save to retire

Plan for your future cost, including emergencies

Consider your future childcare costs

Don't forget to plan to have some fun

Why you must complete this workshop!

Learn to master managing money with our comprehensive workshop. This engaging session covers essential strategies for building wealth, improving credit, and creating long-term financial plans. Whether you're looking to secure your future, uplift your family, or gain financial independence, our workshop provides the tools and knowledge you need to succeed. Don't miss this opportunity to transform your financial journey.

Senior Advisor

Business, Finance & Technology

I have a Bachelor of Science degree in Business and over 37 years of management experience, with over 20 years serving in executive positions. I retired as Vice President, Technical Services for a technology firm and held positions as Finance Manager, Strategy Manager, Operations Manager, Customer Satisfaction Manager, Service Manager & Engineer. I am a certified trainer and a master facilitator. I was "green belt" certified in Lean Six Sigma for problem-solving and quality. I am a Certified Life Coach.

I have a passion for helping others and look forward to helping you gain financial independence.