Financial Education Workshops in NYC
"Sip & Save" Financial Education Workshops
Are you ready to take your first step towards achieving peak financial fitness? No matter where you’re starting out today, we have the perfect workshop to help you reach your goal. With each session, we take an easy-to-learn and human approach to ensure you make progress quickly, easily, and powerfully. Come early, grab a good seat and enjoy a fun, impactful evening of financial learning.
Buying Your First Home
NEWLY ADDED! Are you ready to buy your first home? Attend this session first! We’ll cover everything you need to know about buying your first home, from mortgage loans to tax credits & everything in between.
Increasing Your Income & Salary Negotiations
Are you ready to increase your income in 2020? Join our free workshop to learn how to become more financially fit by adding on to your current income or using the skill of salary negotiation.
Live Your Dream Retirement
Whether you’re just starting out (or have no idea where to start!) or a recent empty nester, planning for retirement is critical at every stage in life. We’re here to debunk the myths and give you the real deal insights on employment contributions, distributions, social security and more.
Ever wondered about the markets? This is the perfect intro course for anyone who wants to get more comfortable with investing basics. Learn to decipher investing jargon and discover how investing can align with your financial goals.
Budgeting Bootcamp is so popular, we’re running it again! We’ll discuss various budgeting methods so you can find the one best suited for you. Learn top budgeting methods, expert tips & tricks and get in tip-top financial shape in 2020!
Improving Credit Score & Paying Down Debt
Double Whammy Session! We’ll cover how to improve your credit score (and why it’s so important!, as well as give you tips and tricks for paying off debt. We know how hard it is to barely make a dent in your loans, much less pay down large amounts. We’ll tell you our expert’s best kept secrets for leading a debt free life.
We sold out of our first “Savings Bootcamp”, so have decided to added another! Whatever your current income is, it’s possible to begin setting aside money slowly to secure your financial future – we’ll show you how!
Paying Off Student Loans
Are you ready to make a bigger dent in your student loans? Join us for a fun, informative evening and learn the best strategies for paying off your student loans and how to live a debt-free life.
Increasing Income & Salary Negotiations
Are you ready to increase your income in 2020? Join our free workshop to learn how to become more financially fit by adding on to your current income or using the skill of salary negotiation! This workshop is a part of our ongoing Free Financial Series.
Setting Up Your Side Gig
NEWLY ADDED! Are you toying with the idea of setting up your own side business? Is 2020 the year you turn your side hustle into a full-time business? Join our free workshop to learn how to set up your side gig the financially smart way!
It’s never too early or too late to start planning for your future. Should you be saving more for retirement, and how? Will Social Security disappear in the next 10 years? Enjoy a fun, educational evening with friends and let us help you answer these questions and more!
Investing Basics (Most Popular!)
Learn the basics of investing in our Sip & Save Financial Bootcamp: Investing Basics session. Are you financially prepared to start investing your money? Join us as we make 2020 the year we get #financiallyfit together.
Through our collective financial expertise & extraordinary passion, we’re changing individuals' personal financial health - one step at a time.
Download our most popular e-book
Jumpstart Your Financial Fitness: Five SMART Changes You Make Right Now