Our Workshops
Women’s Wealth Building Workshop
As women, we live longer than men, make more on our investments, and have our unique financial challenges. Join us during International Women's Month to bust myths, talk herstory, and blaze a path toward women’s wealth building. Bring questions and come ready to share stories in this active workshop. 👸🏿
Tax Savings Workshop
Join our workshop for tips on how to save on taxes year-round, during tax season, and with your tax refund. Not sure what tax savings are, don't worry, we'll help you understand what you need to know! 💰
Tax Community Conversation
Taxes are complicated and getting answers to your tax questions isn’t always straightforward…until now. Join us at this community conversation, and come talk about your experience (or lack of experience) filing taxes in a safe space and get tips from our team of financial coaches on steps you can take to get the largest refund possible at tax time! 🧮
Maximize Your Tax Refund
Want to better understand what is happening on your tax return? Have questions about what you can do to get the biggest refund possible? Do you owe taxes every year and you want that to change? In this workshop, you'll walk away with clear steps to maximize and better understand your tax return. We’ll also share the cost of predatory products like Early Tax Refund products. Bring your tax questions and come ready to share a bit of your Money Story. 💰
Neurodivergent Personal Finance
1 in 5 people in the US are part of a neurodiverse community. The brains of neurodiverse people work in unique ways that differ from the average or “neurotypical” person. Neurodiverse conditions include autism spectrum disorder, ADHD, dyslexia, social anxiety, bipolar disorder, and more. Those who are neurodiverse may have more difficulty completing and sticking with financial tasks, such as budgeting, saving, tracking spending, and paying down debt. During this workshop, we’ll share strategies for those in the neurodiverse community and those who love, support, and share finances with them. 🧠
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Avoiding Scams
Join us for a workshop on avoiding financial scams! Fraud and scams have been on the rise in 2024, so now is a great time to talk about them. This month, we’ll discuss some of the most common financial scams: fake checks, Phishing, fake job postings, and much more. Come ready to share stories of scams you’ve interacted with or heard of during this interactive workshop. 🕵🏾
Estate Planning: A Hard Topic - Let's Talk About It
Talking about the end of life is hard and a little bit awkward, but it’s a key part of financial coaching. In this workshop, we’ll talk about tips and actions you can take today to make sure those you care about most can thrive financially after you’re gone. We’ll discuss wills, trusts, health care directives, account beneficiaries, and more. Let’s make this topic a little bit less taboo. 🖖🏾
Community Convo: Financial Goals
Everyone has a financial goal (or many!) but achieving that goal isn’t always easy. In this community conversation, we are inviting you to come talk about your primary financial goal in a safe space and get tips from our team of financial coaches on steps you can take to achieve your goals in a flash! ⚡️
Investing Deep Dive
In last month’s workshop we focused on saving vs investing and when is the right time for each one. This month, we are doing a deep dive on the topic of investing. We’ll talk specifically about some of the best investments for those making under $70K and our financial coaches will be ready to answer questions from the audience! Let’s master this piece of the financial puzzle together 🧩
Saving vs Investing: Which is best for you?
Not sure if you should be saving, investing, or paying down debt? Wondering how much to put towards each one? In this workshop, we’ll highlight when you should be saving, how much savings for emergencies, when to invest, how to find accounts for both, and answer any questions you have. Let’s learn and set savings and investing goals together! 🚀
Planning for Summer Expenses
Summer will be here before you know it and with it comes brand new expenses to plan for. In this workshop, we’ll talk strategies to plan for your biggest summer expenses, like travel, events, dependent care, family support, and more.
Spring Cleaning Your Credit Report
Just in time for the change of seasons, this month’s workshop highlights the value of checking your credit report regularly as well as disputing incorrect info, and what to know about credit limits.
You’ll walk away with an annual credit report checklist to review your credit report as well as instructions on how to pull your three major credit reports for free. Excited to see you there!
Maximizing Your Tax Refund - Class #1: Demystifying Personal & Business Taxes
Want to better understand what is happening on your tax return? Have questions about what you can do to get the biggest refund possible? Do you owe taxes every year and you want that to change? In this series, you'll walk away with clear steps to maximize and better understand your tax return.
Love & Money
There are many types of love. Romantic love is top of mind this time of year and in this month's workshop, we're discussing love and money! Not sure if you should combine your accounts with a partner? Do you send money home to your family? We'll cover supporting loved ones, setting boundaries, and strategies for staying happy in love and personal finance.
New Year, New you - Asking for a Raise
2024 is just here! Let’s talk strategies for asking for a raise. How to do it? When to ask? Make sure you have the best chance of getting what you ask for! Bring your question and come ready to share strategies that have worked for you in the past or that you want to try in the near future!
Movies & Money
This month's workshop is about money in movies! We’ll highlight a few movie scenes and talk about what we can learn from a few silver-screen flicks!
Partner Q&A Workshop
This workshop will discuss the basics My Money Story, what kind of partners we are looking to partner with in Q1 2024, and partner application, and the timeline for partnership launch. We'll answer any questions you have on the call as well.
Family & Generational Wealth Building
This month's workshop focuses on leaving a legacy and generational wealth building. Want to know how you can build wealth (which sounds much fancier than it really is), how you can receive it from older generations, and how to pass it on to future generations? This is the workshop for you!
