Are you a beginner when it comes to personal finance management or in need of a refresh? In this foundational workshop, we level set and make sure everyone is on the same page. If you’re not sure where to start with your personal finance strategy and are looking for some guidance, this session is perfect for you. While made for beginners, this session provides valuable reminders for even the most advanced of attendees.

This foundational workshop that contains the widest breadth of topics. We cover the basics of personal finance management, the pillars of financial wellness, and behavioral psychology as it relates to money. We dive into three fundamental personal finance rules that can transform your financial circumstances regardless of your age or income bracket and how to implement them in your life with actionable takeaways. All sessions include a live Q&A.