GROUP EVENTS
For small groups, book clubs, or even just you and your pals!
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A small, safe space to discuss all finance topics, such as: budgeting, investing, money mantras, taxes, benefits, and more.
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Learn everything you've wanted to know about personal finances, but never wanted to ask.
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45 min session with intro and Q&A
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Price $75
Great for wellness retreats, workshops, etc.
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Our wellness sessions are focused on reframing your relationship with money and getting clear on your money future and how to get there
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Agenda: deep breathing, getting present, visualization exercise, Q&A
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30 - 45 min
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Price: $150
A custom workshop for your corporate companies and non-profits, big or small, on specific topics.
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Topics include: steps to financial wellness, make the most of your benefits, retirement planning and investment portfolios
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Price $400