GROUP WORKSHOPS

Partnering with Schools & Financial Firms to Empower Women and Young Adults

I offer customized group workshops designed to educate and empower individuals through every stage of life. Whether it’s high school seniors preparing for independence, recent college grads navigating their first paychecks, or rising-gen adults inheriting wealth—these sessions create a safe, engaging space to build financial confidence.

For Schools

I partner with high schools, colleges, and educational institutions to deliver age-appropriate, engaging financial literacy workshops. From budgeting basics to student loan strategies and investing 101, I help students build the foundation for lifelong financial well-being.

Popular topics include:

• Real World 101: Budgeting, banking, and adulting essentials

• College & Money: Smart spending, saving, and debt planning

• Investing 101: Building wealth early and sustainably

For Financial Firms

I collaborate with financial advisors, family offices, and wealth management teams to offer private, white-labeled workshops for clients and their families. These workshops help deepen relationships with the next generation, build trust, and ensure your clients are confident financial stewards.

Specialized topics include:

• Understanding Trusts & Estates

• The Confident Beneficiary: Navigating inherited wealth

• Strategic Wealth Building for Women

• Foundations of Investing & Philanthropy

Whether virtual or in person, every workshop is tailored to your audience and your goals.

Interested in partnering?