- What: 1-hour workshop held via Zoom for staff groups. Typically, the first 45 minutes are spent on presentation, then 15 minutes for Q&A. Staff are given a PDF of the presentation bullet points, as well as a budget tool and several other relevant online calculator tools. Follow up personal meetings available upon request to help individual staff members who need more detailed directions.
- Why: Show your staff you care about them as people, not just employees, by helping them invest in themselves. This workshop touches base on several topics to help them get to a comfortable financial position and accomplish their personal goals. During the workshop, we go over building net worth, building/repairing credit, budgeting, and home buying.
- When: Workshop is offered year-round. Please coordinate with Ashley to schedule a convenient time when the majority of your staff will be available.
