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Beginner Finance: From Anxiety to Confidence - Making Money Work for You
When you think about your finances, do you feel uneasy? Get a bit dizzy? Distract yourself with something shiny? Trust us... you’re not alone!

What if there was a simple, straightforward (and dare we say FUN) way to learn the most important things you need to know about your dough?

This free 6-week workshop will guide you through the first big steps in your personal financial journey. Through engaged learning, you will take action with a group of like-minded young professionals. Each 45-minute Zoom session will offer a streamlined presentation, Q&A, and checklist to complete for the week.

SIGN UP IF YOU’RE
- A career professional in your 20s or 30s
- Currently employed (or self-employed)
- Ready to take control of your finances
- Ready to decode financial jargon
- Looking to build wealth and gain control of your financial future

BE READY TO
- Come to “class” each week
- Complete the weekly action items
- Gain confidence around your money

THE BREAKDOWN
-- Week 1: 10/15 - Ready, Set, GOOOALS
Values & Goals - Define core values, set goals, and discover your financial archetypes

-- Week 2: 10/22 - Make it Rain
Spending, Saving & Debt - Define spending priorities, automate savings, and tackle debt

-- Week 3: 10/29 - Investing Basics
Investments - Decode the jargon, learn the strategies, be the smartest in the room

-- Week 4: 11/5 - “When I retire…”
Retirement Planning - How much to save, the difference between a 401k/IRA/Roth etc, and how to get free money

-- Week 5: 11/12 - Insurance Explained
Healthcare Benefits & Insurance - How to choose the best healthcare plan and what kinds of insurance you really need (or don’t)

-- Week 6: 11/19 - “I’m dead, now what?”
Estate Planning - What it is (and why you need it), what happens to your social media, and why your parents need planning too (for your sake)

*If you miss a session, you will be able to access the recording and homework through a private participant portal
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