Workshops

2017 Workshops

Get Money Smart!  The Ultimate Guide to Financial Wellness

Get rid of debt and grow your assets. In this super practical class, get the concepts and then start to build your own personal spending plan. Discover what your money needs so that you can have what you want. Find out how to get out of debt faster, save thousands on paying off your credit cards, and how to earn money while you sleep. Get down to the nitty gritty as you examine your own money habits and develop a system for tracking and managing expenses. Create a plan that allows you cover what you need, while also planning for the unexpected and saving for the fun experiences. If you’ve always thought it would be good to have a budget, but were overwhelmed by the task of actually creating one, this hands-on class is the answer. Lisa Sveland, owner of Money Moxey, takes you through a step-by-step process to create a plan that you can live with. Lisa has a BS and MA in finance, and is a certified financial education instructor. Bring your laptop to class and get started on the path to financial success.

Date: 11/16/2017

Time: 6:30pm to 8:30pm

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Your Prosperity Picture

Prosperity is about being successful not only with your money, but also with your life. This workshop focuses on both. It’s designed to help you overcome the obstacles of negative thinking and get you unstuck from old, unproductive financial patterns. In class, walk through five steps to help you clarify the vision of your life and your money to refresh your motivation. Learn about the latest developments in brain science and how they can help you get closer to achieving your goals. Complete a self-assessment to clarify your personal financial challenges and opportunities. Create your own “prosperity picture” meant to serve as a personal motivator and financial roadmap. Leave ready to take action in creating a new financial future. Take home a complimentary 28-page workbook and prosperity toolkit. Leslie Garske is a licensed long-term care advisor with BAM Advisory Group. Lisa Sveland is owner of Money Moxey. She has a BS and MA in finance and is a certified financial education instructor.

Date: 5/22/2017

Time: 6:30pm to 8:00pm

Register Here

Your Prosperity Picture

Prosperity is about being successful not only with your money, but also with your life. This workshop focuses on both. It’s designed to help you overcome the obstacles of negative thinking and get you unstuck from old, unproductive financial patterns. In class, walk through five steps to help you clarify the vision of your life and your money to refresh your motivation. Learn about the latest developments in brain science and how they can help you get closer to achieving your goals. Complete a self-assessment to clarify your personal financial challenges and opportunities. Create your own “prosperity picture” meant to serve as a personal motivator and financial roadmap. Leave ready to take action in creating a new financial future. Take home a complimentary 28-page workbook and prosperity toolkit. Leslie Garske is a licensed long-term care advisor with BAM Advisory Group. Lisa Sveland is owner of Money Moxey. She has a BS and MA in finance and is a certified financial education instructor.

Date: 6/06/2017

Time: 6:30pm to 8:00pm

Register Here

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– Maya Angelou

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