This is an overview of our workshops, which at this point in time are being offered to a limited number of institutions. To learn if any of these workshops are available at your workplace, please log into our online reservations system.
Join us on a revealing trip through successful investing and saving strategies developed especially for you:
- Learn the basic principles that guide all investing without the intimidating jargon
- Find ways to take on life’s challenges without damaging your future financial well-being
- Discover more about yourself with the Financial Personality Type Quiz
- Take part in group activities to break down what your real goals are and develop strategies to reach them
- Hear a special foreword by Manisha Thakor, nationally recognized financial expert for women
Learn what you can do to make your retirement dream come true on schedule. It’s never too soon to get started!
- Uncover the retirement challenges that women face – and how to overcome them
- Identify your “retirement vision” – how much you’ll need and when, so you can have the retirement you want
- Define the simple steps to getting your finances on track to reach your financial goals and, ultimately, your ideal retirement
- Learn the unique characteristics of retirement plans from 403(b) to IRAs to annuities – and which work best for you
Start caring for your financial well-being now. It’s never too early to begin saving, and the sooner you do, the happier you’ll be down the road:
- Understand your income and your outflow, and how to balance them to your advantage
- Identify your key expenses and learn how to manage them more effectively
- Discover how saving a little now can help you earn a lot more later on
- Make a plan for your finances and your financial future
