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Groups2019-03-05T18:45:55-04:00

Session #1: Focus on Retirement

Workshop topics will include:

  • Timing of when to take Social Security
  • Optimal investment allocations prior to and in retirement
  • Budgeting on a fixed income
  • Debt reduction to ensure maximum cash flow in retirement
  • Discounts for retirees
  • Other areas of interest to the group

Thursdays • May 9, 16, 23, 30
7:00-9:00pm

Early Bird Cost: $325 ($162 due by April 1, balance by May 1)

Regular Cost: $349 ($175 due upon registration, balance by May 1)

Rebate of $50, if all sessions are attended and homework is completed.

Session #2: Millennials: Focus on Saving and Investing

Workshop topics will include:

  • Effective Budgeting
  • Best practices for building 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
  • Other areas of interest to the group

Tuesdays • May 7, 14, 21, 28
7:00-9:00pm

Early Bird Cost: $325 ($162 due by April 1, balance by May 1)

Regular Cost: $349 ($175 due upon registration, balance by May 1)

Rebate of $50, if all sessions are attended and homework is completed.

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

Empower Yourself!

Cancellation Policy:

    • Prior to May 1st: full refund
    • After May 1st: no refunds, but the fee can be applied to a future workshop or one-on-one sessions with Shay

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