2017 FREE Webinars

Who can attend?

  • Employers interested in exploring our Financial Wellness Program
  • Individuals and couples interested in learning more about our coaching style and who want to learn while having a little fun too!

How do I attend?

  • Attend the live class held at your employer’s location
  • Participate in the live webinar by completing the RSVP form under each topic

When & Where?

  • In person at your location and choice of time slots taught by a live coach, limited to 2 presentations per year
  • Online via video conferencing

Psychology of Money

Most decisions are not based on financial facts, but on our perception of how money will meet our needs. This is easy to see in others, but harder to see in ourselves. This class explores how Maslow’s Hierarchy of Needs can be used to identify spending patterns and motivations to continue habits that seem counter-productive.  Strategies for changing habits are also discussed.

You can watch the pre-recorded version of the webinar here. But, if you like the interaction of a group and an opportunity to ask questions, then sign-up below for our next scheduled live webinar.

Winning the Financial Planning Game

Can you imagine going on to a football field and not knowing who you are playing, not knowing who’s on your team, and running plays without a playbook? Not anybody who wants to win! This class introduces you to the playing field, who’s on the other team that you must be prepared for, and some of the critical team members that you need to vet as quarterback. It’s a fun way to understand finance and some of the players life will throw at you.  Feedback we’ve gotten is: “It’s a really fun class!”

Couples & Money

The single biggest reported stress and cause of divorces is money.  This class is designed to help couples identify why they need to have a “Couple’s Money Creed” and how to develop one. A sample creed is shared. A pre-class discussion checklist is distributed prior to the event and couples are encouraged to complete it before attending.

Retirement Fantasies (and making them real)

Don’t wait until just a few years before retirement to start exploring what you want.  Would you want to live on a cruise ship and travel port to port in your own apartment with provided meals and an extra bedroom for family to visit?  How about part time work in Alaska as a tour guide? Missionary?  New Career?  Traveling with grandchildren?  Living in different country every six months for 4 years?   Business you’ve always wanted?  What if you could create a financial plan for your dreams and try them out on vacations, while working, to see if it’s what you want. Figuring out your lifestyle and budget in retirement is just as important as saving for retirement. Let’s do some dreaming!

Kicking Money’s Butt

Passivity never won a sports contest and it won’t win with money or financial problems. This class explores some of the strategies that can jump start success or knock out problems by exploring the critical principles behind it.  If you want to aggressively tackle your finances, this can be a class that opens a possibility of solutions you may not have considered.

Tips for Fiscal Fitness

Just like physical fitness has components of diet and exercise, Fiscal Fitness has cash flow and asset management. This class will give you an overview of what metrics to look for in each of these categories and some exercises that will help you become and stay fiscally fit.

Taming the Holiday Budget

We’re all about celebrating family, friends, religious and spiritual beliefs, and love of my fellow man during the holiday season. But, we’re also all about making sure that our values, gifts, budget and spending match. We see so many people stressed out with credit cards, or inability to meet expenses, or not accomplishing their real goals, who admit to spending more than they should at the holidays. That overspending stress leads well into the next year and sometimes more than just one year. We’ll tackle gift giving first. Then we’ll take on the other area that seems to build in overspending: food and alcohol. We also have a holiday questionnaire that can help you think about what are the most important characteristics of the holidays for you, which can lead you to creating traditions and gifts that symbolize the holidays for you and bring your values, gifts and spending in line.

New Year’s Resolutions for Fiscal Fitness

Come join us in learning how to set helpful and realistic New Year’s Resolutions for Fiscal Fitness and then the strategies and steps that can help you stick with them.

You can watch the pre-recorded version of the webinar here. But, if you like the interaction of a group and an opportunity to ask questions, then sign-up below for our next scheduled live webinar.

Demolishing Debt

If you feel weighted down by debt, you aren’t alone. The average American family has over $13,000 in debt and has given away six months of their future and pushed back retirement as a result. This class reviews strategies that can help cut debt free dates in half without adding more money to the problem.  It also explores creative ways to free up money to demolish the debt faster.

This webinar will be available again in 2018.

Between Generations

There’s a high cost of silence when it comes to financial and health issues between generations.  This class provides a checklist and a process for addressing tough issues such as when to stop driving, problems with living alone, when financial assistance is needed, or what to do upon a death or disability of either generation. Planning ahead for these situations and having the conversations needed can strengthen the family and prevent tragedies and unnecessary frustrations as we go through transitions in life.

This webinar will be available again in 2018.

Busting Bad Habits

Bad budgeting habits can prevent us from getting what we really want from our money. This class explores some common bad habits and strategies for changing those habits. We’ll explore what bad habits really cost and how to use that knowledge along with finding acceptable alternatives.

This webinar will be available again in 2018.