Home

Workshops

Do Millennials spend too much on lattes? How do savings rates in the younger population compare to those of other generations? This workshop focuses on increasing financial outcomes for younger employees by taking them through rumors circulated about the Millennial generation. The rumors are used both for laughs and as a jumping off point for real financial discussion and interaction with the workshop.

Do you know the difference between a stock and a bond? A mutual fund and an ETF? This workshop focuses on educating attendees on the basics of investing and cutting through a lot of the industry sales pitches. The workshop also features a unique and amusing explanation of portfolio construction.