Classes

Classes are live, and available for groups of 5 to 15 people, either in person or online. A typical group/class is four sessions of 90 minutes each, meeting every other week to allow time for financial homework in between.

Every class is hands-on! We will work on the areas of interest to you, determined by a survey circulated before the class, and there will be personalized assignments after every meeting for you to work on your own finances.  I will be available for any questions by email between meetings, and each participant also has the option of a free individual session.

Check the blue column for my schedule of upcoming events. If you do not see the class you need, you can put your name on the waiting list for the next one, or create a custom class for your group, friends, or family members, including teenagers* or adult children.

Talks

Would your social or service group like to learn more about finances? I can talk to your knitting group, book club, or service group, and I also provide workplace financial education presentations. Talks can be done in person or online for groups of any size, and typically last 30-45 minutes, with plenty of time for Q&A. Please contact me to discuss your needs.

Popular topics include:

Three Tools to Secure Your Financial Future

Adulting 101 – Set Yourself Up for Financial Success

Get on track for retirement, no matter what your age

Money Mindfulness: Creating a relationship with your money

Financial Independence: Prioritize Your Values 

Preparing for College Financially

For workplace and employee development offerings, see my page here.