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Groups2019-02-19T23:09:54+00:00

4-Week Financial Wellness Workshop

Session #1: Focus on Retirement

This workshop is for those who are either nearing
retirement or who have retirement goals as their
main focus.

We will address areas unique to retirees, including the timing of when to take Social Security, optimum investment allocations prior to and in retirement, budgeting on a fixed income, discounts for retirees and other areas of interest.

Thursdays • May 9th, 16th, 23rd, 30th
6:30-8:30pm

Cost: $349 per person
Rebate of $50, if all sessions are attended and homework is completed.

#2: Millennials: Focus on Saving and Investing

This workshop is for those who are working or still in school and who would like to start ramping up their savings and investment plan but aren’t sure how to do it.

We will address areas related to: effective budgeting, setting up automatic savings, how and where to start investing on a budget, how to avoid living paycheck to paycheck, how to deal with debt, including student loans.

Tuesdays • May 7th, 14th, 21st, 28th
6:30-8:30pm

Cost: $349 per person
Rebate of $50, if all sessions are attended and homework is completed.

Each class is limited to 10 people. Meet 2 hours per week for 4 weeks.

Each 4-week workshop includes:

• 1 private 1-hour one-on-one coaching session with Shay for each participant
• A comprehensive overview of your financial situation
• A workable budget and the know-how to follow it
• A complete financial plan, good for 1-2 years
• Specific answers to all of your financial questions
• Financial education, topics based on group’s needs
• Accountability partners to stay on track, share ideas and create an ongoing network of support
• Discounted private sessions with Shay following workshop

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