Our Workshop Schedule

"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.

Budgeting Bootcamp

Tue, Jan 7, 2020 6:00 - 8:00pm

New York City

Description:

SOLD OUT, but don’t worry – this is our most popular session and we’ve added a few more in January and February!

Budgeting Bootcamp

Mon, Jan 13, 2020 6:00 - 8:00pm

New York City

Description:

SPACE LIMITED! New to budgeting and don’t know where to start? Or have you tried budgeting before, only to fall off the wagon a few weeks later? We’ve been there! We’ll take you through the different ways to stay on track and share our best kept expert secrets for budgeting success.

Savings Bootcamp

Tues, Jan 14, 2020 6:00 - 8:00pm

New York City

Description:

No matter your current income and savings level, it’s possible to begin setting aside something small as a first step towards securing your financial future. We’ll teach you tips and tricks to get you moving in the right direction and kickstart your savings journey.

Budgeting Bootcamp

Wed, Jan 15, 2020 6:00 - 8:00pm

New York City

Description:

NEWLY ADDED! New to budgeting and don’t know where to start? Or have you tried budgeting before, only to fall off the wagon a few weeks later? We’ve been there! We’ll take you through the different ways to stay on track and share our best kept expert secrets for budgeting success.

Paying Off Debt

Tues, Jan 21, 2020 6:00 - 8:00pm

New York City

Description:

Do you have debt that keeps piling up with interest and feel like there’s no way out? Don’t know your credit score and how it’s keeping you down financially?  We’ve been there and we’ll teach you proven methods that you can start immediately with for getting out of debt and fixing your credit report.

Paying Off Student Loans

Wed, Jan 22, 2020 6:00 - 8:00pm

New York City

Description:

NEWLY ADDED! Drowning in student debt? Wondering how you can lower your monthly payments? We’ll walk you through everything you need to know to accelerate your path towards living a debt free life.

Are You Financially Fit?

Tues, Jan 28, 2020 6:00 - 8:00pm

New York City

Description:

Have you taken our financial fitness quiz – do you know how well you are doing? We’ll go through emergency funds, budgeting, paying off debt, managing your credit score and increasing income as well as how to kick-off your financial wellness journey and stick with it.

Budgeting Bootcamp

Wed, Jan 29, 2020 6:00 - 8:00pm

New York City

Description:

NEWLY ADDED! New to budgeting and don’t know where to start? Or have you tried budgeting before, only to fall off the wagon a few weeks later? We’ve been there! We’ll take you through the different ways to stay on track and share our best kept expert secrets for budgeting success.

Increasing Your Income

Tues, Feb 04, 2020 6:00 - 8:00pm

New York City

Description:

No matter your current income amount, it’s possible to begin setting aside money slowly as a first step in securing your financial future. We’ll teach you tips and tricks to move you along in the right direction and kickstart your savings journey.

Live Your Dream Retirement

Wed, Feb 05, 2020 6:00 - 8:00pm

New York City

Description:

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.

Our Experts

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