Build Wealth While Broke™:
In this 60 minute class, students will learn a 4 step system to level up their dinero. Learn about
High Yield Savings Accounts, saving for retirement in IRAs, debt payoff strategies and budgeting.
The last 20 minutes of class will be work time – students will take 1 action on what was learned.
Price: $147 for a max of 20 people

Purchase ‘Build Wealth While Broke™’: VIRTUAL WORKSHOP REPLAY here.

Introduction to Investing:
In this 60 minute class, every student will run through a simple compound interest exercise to
understand the power and importance of investing. We must invest inside of retirement accounts in order to retire on time. This class is for people who never really learned about investing or who
have but are too afraid or overwhelmed to start. You will learn investing basics at a birds eye view.
Price: $197 for a max of 20 people

Investing 101:
In this 90 minute class, students will run their money through a retirement calculator to arrive at
how much they should invest per month to meet their retirement goal. Students will learn about 3 common types of investing: the DIY strategy, 3 fund portfolio, and Target Date Index Fund
strategy. This class is for people who are ready to open and purchase an investment inside of their retirement account. You will leave the class having identified your first investment strategy.
Price: $297 for a max of 20 people

Investing 101 + Work-time:
In this 120 minute class, students will achieve all of the above, plus have 30 minutes of work-time.
During work-time, students may choose to open their IRA, fund their IRA, or even make their first
investment purchase. The instructor will be available to assist with general questions during this
time.
Price: $347 for a max of 20 people