Investing 101: How to Start Investing
Aug
21
12:00 PM12:00

Investing 101: How to Start Investing

This is the perfect intro course for anyone who wants to get more comfortable with investing. We'll discuss the three main reasons why people aren't investing or why they aren't investing as much as they should; we'll share the secret to investing (hint: it's just two words); we'll discuss the types of investments and how you can use them to plan for your life goals; we'll discuss the differences between the two primary investment vehicles: ETFs and Mutual Funds and then we'll share where and how Bitcoin fits into all of this.

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Budgeting Bootcamp
Jul
17
12:00 PM12:00

Budgeting Bootcamp

Budgets are like diets, no one wants to be on one, but just like there's a number of ways to diet, there's a number of ways to budget. We share our best budgeting strategies and tips so that you can find the budget that works for you. We share our favorite apps and websites to help you stick with your budget and share why budgeting is actually the most liberating way to improve your financial health.

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How to Talk to Your Parents About Their Finances
Jun
5
12:00 PM12:00

How to Talk to Your Parents About Their Finances

If something happened to your parents, would you be able to step in and help them with their finances? Do you know where they bank, or how they pay their bills? Do they have wills? Have they named you power of attorney so you can manage their finances if they can’t? You need answers to all of these questions and more before a crisis strikes. In this training, you’ll learn how to have essential conversations with your parents about their finances, what information you need to gather and what to do if they won’t talk.

WATCH THE RECORDING HERE

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Cancelled -- Understanding Corporate Benefits
May
15
12:00 PM12:00

Cancelled -- Understanding Corporate Benefits

Equity from your current employer? Stock options with expiration dates? Non-monetary compensation through different types of awards or restricted stock units (RSUs)? If you've ever had questions on any of the above, join in on this free webinar to understand these corporate benefits! We'll focus on vesting schedules, important considerations, and much more - please note this presentation is limited to equity-related benefits only.

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Spring Clean Your Finances
Apr
24
12:00 PM12:00

Spring Clean Your Finances

In this Live Webinar, you will learn how to set review your goals (or create new ones), build strategies to be successful, get organized, create an emergency fund, improve you credit score, implement budgeting tips that work for you and re-evaluate investments/retirement accounts. It’s never to late to review your current goals or start fresh!

WATCH THE RECORDING HERE

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Student Loan Repayment 101 with David Carlson
Apr
17
12:00 PM12:00

Student Loan Repayment 101 with David Carlson

Student Loan Repayment 101

 Are you one of the 40+ million Americans with student loan debt? Are you ready to take control of your loans?

 Join us for a student loan workshop where we will cover:

 Þ Finding the details of your student loans and creating a “student loan snapshot”

Þ Income-driven repayment options

Þ Understanding how deferment and forbearance work

Þ Opportunities for loan forgiveness, including Public Service Loan Forgiveness (PSLF)

Þ Pros and cons of consolidation and refinance

Þ What to do if you have fallen behind on your payments

 Q&A session to follow. Because of the complexity of student loans, participants will receive a “cheat sheet” handout with follow-up information and resources.

CLICK HERE TO WATCH THE RECORDING

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Budgeting Bootcamp
Apr
10
12:00 PM12:00

Budgeting Bootcamp

Have you had trouble sticking to a budget in the past? Are you overwhelmed by all the budget fads and don't know which is right for you? You'll learn the effective tools for budgeting and saving. We'll explain why budgets don't always work and what you can do to get your spending on track! 

Founder and CEO, Shannon McLay, will share our budgeting secrets that have helped countless clients achieve their financial goals, all without giving up their social lives.

Watch the recording here

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The Wedding Hacker Webinar
Mar
20
12:00 PM12:00

The Wedding Hacker Webinar

Congrats! You’re engaged — now you just have to plan the party of your life to celebrate one of your most joyous occasions.

No pressure, right?

Enter the Wedding Hacker aka Heather Loree Fier. She’s gotten the wedding planning (on a budget) down to a science and is here to drop knowledge on all things wedding planning and not falling victim to the ‘wedding tax.' Join Heather as our webinar guest to discuss:

- Understanding the general craziness of the wedding industrial complex 

- Defining clear priorities for the day

- Making a smart venue selection

- Easily locating vendors within budget

- Wedding diplomacy 

- Setting expectations and a budget with any relatives who contribute to the wedding costs

- How to have an amazingly smooth day without a pro coordinator on site

CLICK HERE TO WATCH THE RECORDING

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Real Estate 101
Feb
27
12:00 PM12:00

Real Estate 101

Have dreams of owning your own house or having an investment property? Join us in a discussion of the different types of mortgages there are; the rules of income producing properties and the ongoing costs of homeownership. There will be time for Q&A as well.

Can't make the live webinar? Sign up anyways and get sent the recording once it's completed!

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Couples Finances
Feb
13
12:00 PM12:00

Couples Finances

This webinar will cater to all types of couples in whatever phase of your relationship you're in. Having an open and honest conversation about money with your significant other is important to any relationship. We'll chat debt, weddings, paying bills, joint & separate accounts and everything in between!

RSVP HERE

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Travel Hacking
Jan
16
12:00 PM12:00

Travel Hacking

Financial freedom means having the opportunity to live life to the fullest! Join The Financial Gym Founder and CEO, Shannon McLay, to discuss how to mix the desire for adventure with being financially savvy! Learn how to make your credit cards work for you in term of redeeming them for flights and hotel stays.

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