Workshops for:



  • Boost morale
  • Increase productivity
  • Increase 401(k) participation

Financial Customers

  • Attract and retain customers
  • Burnish your brand
  • Earn CRA community development credits


  • Increase Return on Student Investment
  • Improve school ranking
  • Promote goodwill

Workshops Descriptions


  • Improve your Money IQ
  • Make $marter choice$
  • Feel better about yourself

Taking Control of Your Money & Your Life

Description:  No matter how much money you make or owe, you can take control of your financial destiny. This hands-on workshop provides a safe place to take an honest look at your financial situation and improve your relationship with money. Through guided group discussion and problem-solving activities, you’ll develop a personalized action plan to take charge of your money and your life.

Testimonial:  Looking at personal finances can be scary, but this workshop actually made it fun.  We broke into small groups where we talked candidly about money problems — without revealing any personal information — and came up with solutions that work.  I felt totally safe, supported, and non-judged.  I left feeling excited, invigorated, and in control.

Time: 2-3 hours.

Group size: Ideal for groups of 20 – 45 people.

Gift:  All participants receive a courtesy copy of The $500 Cup of Coffee.


Taking Control of Your Money for Entrepreneurs

Description:  Put your personal finances in order so that you can attract the money your business needs. We help you:

  • Identify various funding sources and examine their pros and cons
  • Discuss common money problems that hold entrepreneurs back
  • Create a personal action plan to push through your biggest money challenge.

This hands-on workshop boosts your Money IQ and empowers you to take charge of your personal and professional life with a renewed sense of purpose, confidence, and direction.

Testimonial:  Finding money is never easy, but now I know where to look and what lenders and investors expect of me.

Time: 60-90 minutes.

Group size: Any.

Gift:  All participants receive a courtesy copy of The $500 Cup of Coffee.

Money Myths

first-time homebuyers

Money, Me and Happiness

Description:  This hands-on workshop examines money beliefs that lead to success and failure.  We dispel some common myths that hold you back.  And offer some new perspectives on money, family, love, and happiness to help move you forward.  You’ll leave this workshop feeling more in control of your personal finances and more confident about your interpersonal relationships.

Testimonial:  Telling myself I’m bad with money is a self-fulfilling prophecy.  Even if I don’t fully believe it, my new story is that I’m great with money.  Let’s see if it works.

Time: 60-90 minutes.

Group size: Any.

Gift:  All participants receive a courtesy copy of The $500 Cup of Coffee.


Financial Services

Why Investing is Good for You and How to Get Started

Description:  Most of us work for money. This workshop shows you how to make your money work for you. Using simple language and real life examples, we identify basic investment opportunities, their costs, and potential risks and rewards.  We also help you set realistic investment goals and strategies to achieve them. Even if the markets don’t interest you, there are certain “set and forget” strategies that will grow your wealth while you focus on other (more important) things.

Testimonial:  I began to think about investing a couple years ago, but didn’t know where to begin. Now I do. Not only did this workshop answer a lot of my questions, it gave me the confidence to get started.

Time: 60-90 minutes.

Group size: Any.

Gift:  All participants receive copy of The $500 Cup of Coffee.

Home Buying

Loan Ready

Buying Your First Home

Description:  You’ve always wanted a home of your own, but buying your first one can be scary as well as exciting. It could be one of the biggest and most complicated purchases you ever make. We set your mind at ease by helping you answer:

  • When is the best time to buy?
  • Where should I look?
  • How much should I spend?
  • How do I balance my expectations and budget?

Even if we don’t answer all your questions, you’ll know what to ask and expect of your lender, realtor, attorney, and self.

Testimonial:  Perfect timing. We just started looking for a house when we took this workshop.  As a result, we bought a house that is much better suited to our lifestyle and pocketbook than the first one we saw, which we thought we liked better.

Time: 60-90 minutes.

Group size: Any.

Gift:  All participants receive a courtesy copy of The $500 Cup of Coffee.


College Students

Paying for College:  Yours or Your Kids’

Description:  With the cost of college at an all time high, many students and their parents are questioning how to get the most value out of a college degree. This workshop could save you tens of thousands of dollars in student debt by answering:

  • How to choose the right school?
  • How much to borrow?
  • How to pay it back?

We also identify some lower-cost routes to high-pay, in-demand jobs.

Testimonial:  I always knew that college costs a lot of money, but I never realized what it takes to pay for it. Now I have much more realistic idea of what to look for in a college, how much to borrow, and how to pay it back.

Time: 60-90 minutes.

Group size: Any.

Gift:  All participants receive a courtesy copy of The $500 Cup of Coffee.

For more information or to schedule a workshop, click on Contact.  Enter “Workshop” in subject line.