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


Break through your biggest money challenge

Taking Control of Your Personal Finances

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 relationship with money. We dispel some common myths that hold you back — like I’m not good with money — and offer some new perspectives on money, family, love, and happiness to help move you forward.  Through guided group discussion and problem-solving activities, you’ll develop a personalized action plan to push through your biggest money challenge.  You’ll leave this workshop feeling in better control of your money and your life.

Testimonial:  Looking at personal finances can be scary, but this workshop 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.  And I’m doing a much better job of managing my money.

Time: 60 – 90 minutes without breakout groups.  2.5 – 3 hours with break groups.

Group size:  Any size without breakout groups.  Ideal for groups of 15 – 35 people with breakout groups.

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


Understand the connection between your personal and business finances

Personal Finances 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 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.


Financial Services

Learn how to make your money work for you

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.


Financial Services

Learn how good credit opens doors and saves you money

Credit:  Truth or Dare

Description:  You have credit cards and bills to pay, but do you really understand credit and why it matters?  This workshop dispels common myths about credit and debt and will help you improve your credit score.  We cover:

  • Your credit rating and why it matters
  • How good credit can save you money
  • How to establish and maintain good credit
  • How to fix and improve your credit score
  • When to pay with cash and when to borrow.

Testimonial:  I thought I had to pay off all my credit cards to have good credit.  That’s not true, but I have to pay them on time.

Time: 60-90 minutes.

Group size: Any.

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

Home Buying

Loan Ready

Turn your dream into a reality

Buying Your First Home

Description:  You’ve always wanted a home of your own, but buying one can be a real experience, especially if you’ve never owned before.   As one of the biggest and most complicated purchases you ever make, it can be nerve-racking as well as exciting. We’ll help set your mind at ease by answering some basic questions:

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

You’ll leave this workshop with a much better idea of what to expect from your lender, realtor, attorney, and self.

Testimonial:  Perfect timing. We just started looking for a house when we took this workshop.  Thank God we did.  As a result, we bought the best house for our lifestyle and pocketbook, rather than the one 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

Don’t get snookered by high tuition costs.

Saving & Paying for College

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 how much.  Now I have much better 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.