When did you learn about money? Most people never get formal training or education in personal finances. Yet, we use money daily. In our workshops, you will learn how to simplify your understanding of finances, maximize your veteran benefits, and take action with your money to pursue your dreams more fully.

What You’ll Learn

In five fun and educational classes, you will increase your knowledge about how money works and simplify your finances. You will gain the financial skills to take confident steps with your money, and get your money working for you. Plus, we will share a detailed explanation of veteran benefits and how you can benefit.

Each month of the workshops, there are financial steps you take that lead into the next class and build on each other. The class topics are:

  1. Living with Money
  2. Personalizing Your Money
  3. Understanding Cash Flow & Budgets
  4. Creating Your Personal Action Steps
  5. Working Your Money

By workshop five, you will not only have have clearly defined action steps prioritized in order of financial success, you will also have clarity and confidence around money, cash flow and budgets, and military financial benefits.

Location – Interactive classes taught live via webinar. You will also receive a recording of each class.

When – The course of five consecutive workshops will be held the second Tuesday of each month from 11:00 a.m. – 12:15 p.m. PST.

Workshops for Veterans Schedule:

  • Workshop #1: January 8, 2019
  • Workshop #2: February 12, 2019
  • Workshop #3: March 12, 2019
  • Workshop #4: April 9, 2019
  • Workshop #5: May 14, 2019


Wealth Workshops for financial clarity are $108 per month for 5 months = $540. You will be billed in five monthly installments of $108.

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