We offer 23 different classes (and growing). Each class is engaging and practical. We incorporate mobile and web apps that help. This is not your typical course. It’s a new approach, that follows the new rules of money, for the next generation.
Checkout the following sample seminar and course listing.
GET YOUR MONEY RIGHT
“I need to get my money right.”
Have you ever said that? Do you dream about being rich? Then, this is the class for you. This is straight talk about you, your money and your life. No nonsense. No gimmicks. Just real tips, tools and a system to take your game to the next level. Balls in your court. What are you going do?
Financial Strategy, Steps to Financial Freedom, Checklist of Financial Actions
FACES OF THE RICH
“That Maserati is beautiful. I can’t wait until I have money like that.”
Are you sure they have money? Come see what real wealth looks like and how they got there. Hint, one of them started out pumping gas….
Wealth Building, Entrepreneurship, Saving, Investing
BLING ON A BUDGET
“It’s my money. I can spend it however I want.”
You’re right but, eventually it runs out. Learn how to get the things you want without the heartache later..
Budgeting, Mobile Budgeting Apps, Saving, Tradeoffs/Prioritization
“I need to make more money.”
Don’t we all. The ones that do get started now. Come see how to get your side hustle going and increase your income.
7 Ways to Make More Money, Prioritizing, Time Management
I’M CEO, NOW WHAT?
“I want to start my own business.”
But do you know how? Starting a business is the hardest work you’ll ever do. And, most people fail. Learn how to give yourself a chance at building something special.
Entrepreneurship, Lean Startup, Side Businesses.
“Can I get the hookup on those?”
If you want a deal you need to ask. Plus, we’ll show you other ways to save on everything from cars to TVs to your light bill.
Saving, Negotiating, Finding Deals
I OWN THIS!
“I want to buy a home and stop wasting money on rent!”
Makes sense…depending on your situation. Homeownership can build wealth and destroy dreams. Learn how to know the difference.
Buying vs. Renting, Homeownership
HELLO, MY NAME IS DEBT!
“I’m so deep in debt, I don’t even know where to start.”
You’re not alone but who cares. It still sucks. Learn how to stop digging and start getting out of debt. Oh, and we’ll help you with your credit too.
Getting out of Debt, Student Loans, Auto Loans, Credit Cards, Credit Reports/Scores
SHE’S DRIVING ME CRAZY
“My wife’s a spender. She’s the main reason we’re in this situation.”
It cuts both ways. Money kills relationships. It doesn’t need to. Learn how to stop the fighting and get the things you want.
Money and Relationships, Financial Marriage
“I plan on retiring by 40!”
Good luck with that. Wait, maybe you can plan for that. Come find out how to retire early.
Retirement, Saving, 401(K), IRAs
MAKING MONEY IN MY SLEEP
“I want to invest so my money makes money.”
It’s true. But, you can also lose everything. Learn how to invest for the long-run. It’s the best way to get rich.
Investing, Wealth Building
PROTECT THE EGG
“What if someone steals my laptop?”
Fair concern. While you’re at it, think about what happens if you get in an accident, have a break-in or become disabled. OK, I’ve just spoiled the party. Come learn about how to make sure you’ve got the right insurance to keep the party going.
Insurance, Estate, Extended Protection
MY BABY’S GOING TO COLLEGE
“I’m saving for my children’s college education.”
Great! Well, maybe. If you’re in debt or haven’t saved enough for your retirement, you’re doing it backwards. Learn how to save for college in the right order. It’s how you create generational wealth.
College Costs, College Savings, 529/Coverdell
THE RIDE OF MY LIFE
“I can’t drive that!”
Sure you can. But, you won’t. So, if you prioritize having a nice car, make sure you do it right. Come learn the smart way to buy a car that fits your budget and doesn’t leave you on the side of the road.
Buying a Car, Saving, Auto Financing
BEWARE OF PREDATORS
“Bad credit, no credit, no problem.”
You’ve heard it before. The companies that say they care about you because they let you buy things you don’t need. Learn how much you’re really paying and how to avoid bad deals.
Rent to Own, Payday Loans, Predatory Lending, Buy Here/Pay Here
“I’m thinking about refinancing…”
Stop thinking and start doing. Interest rates are very low. It’s worth your time to evaluate your refinancing options. Just make sure you know what you’re doing. It’s a process. It takes time and can be frustrating. Learn how to evaluate your refinancing options. You can save a ton.
Refinancing, Homeownership, Credit
CLIFFS, CUTS AND CONFUSION
“The deficit will crush us…. I think.”
Everyone has an opinion. Politicians throw out catchy phrases to get reelected. Your loudest friends seem like they know the most. Even children are getting in on the debate. Unfortunately, most people don’t know how the economy works. Learn how it all fits together and impacts you. Hint, we will use math instead of rhetoric.
Economy, GDP Growth, Deficit
“I have so many gifts to get….”
…and so much credit card debt to run up. Right? It doesn’t need to be that way. Come get holiday money tips to avoid the January credit card blues.
Black Friday, Holiday Spending Strategy, Budgeting
“Can you tell me how to…..?”
Get to Sesame Street. No. But, I can tell you just about anything that has to do with money. This session is open for your questions. And, we’ll play a few games with great prizes.
PROTECT ME FROM ME
“I just can’t stop myself from spending!”
You’re not alone. Many people say that to themselves after a binge. It’s an addiction. Learn how to stop the cycle with real strategies that can get you through tomorrow.
Saving, Retail Therapy
“I’ve got this great business idea….what do you think?”
Ever seen the show ‘Shark Tank’? Want real input? Come learn how to evaluate business ideas so you don’t make the same mistakes as some of the contestants.
Entrepreneurship, Business Valuation, Evaluating Ideas
“I want to swim with the dolphins.”
We all have a bucket list. Places to see, people to meet, adventures to take. They all cost something. Learn how to save on the fun things in life. Increase your chances to get your list!
Saving, Web Shopping
THERE’S AN APP FOR THAT
“Have you used that app?”
There’s an app for everything. We incorporate these apps into all of our classes. But this class is special. We’ll go through the top 10 apps for your money. Come learn how your phone can pay you.
Mobile Apps, Web Apps, Technology and Money.
“Do you teach a class that…….”
Maybe. We only do classes that we know we can do well. If you have a course you would like or want us to design something based on your needs, just ask. We’re here to help.