Financial Workshops for Universities and Workplace

We offer engaging workshops designed to help establish healthy financial behaviors to equip you for financial success.  Our workshops can be customized for workplace "Lunch & Learn" programs, university and conference seminars and workshops based on the following topics:

  • Mindset for Financial Success

  • Cash Flow Basics​: Determining YOUR Cost of Living

  • What's Your Credit Reputation?

  • Life After Debt​: Surviving Bankruptcy

  • Saving and Investing: Making Retirement a Reality

  • Investing 101: The Fundamentals

  • Are Your Assets protected?​ Understanding Insurance 

  • Maximizing your Benefits

These workshops can be packaged as a complete curriculum or formatted in several sessions based on your organizational needs.

Financial Stewardship Classes for Churches

We created an engaging curriculum to study God’s Will for personal finances. These classes provide interactive instruction as a solid bridge between understanding  biblical concepts with practical application of personal finance.  The topics can be customized for workshops or keynote conference topics:

FINANCIAL FOUNDATION                                 
  • Learn how to accept the role as stewards and manage God’s resources according to His directions.

  • Learn to recognize the danger of financial bondage.

  • Learn how to write goals to provide a visible objective to monitor your progress.

  • Create personal financial statements to get you on the track for prosperity.

  • Learn how to assess your insurance needs.

  • Learn stock, bonds, and mutual funds and how to construct a portfolio based on your goals, risk tolerance, time horizon, and financial situation.

  • Learn characteristics of retirement plans

  • Learn effective ways to save for your children’s college education.

  • Good stewardship includes provision for family inheritance.

  • Learn effective strategies for tax planning.

  • Learn characteristics of will and trusts.

  • Learn how to educate your children about being good stewards of their money.

These classes can be packaged as a complete curriculum or formatted in several sessions based on your congregational needs.