Personal Finance Warrior Online Workshops
Conquer Your Financial Fears and Transform Your Finances!
In this engaging and fun eight-week online training, you will gain the confidence to take action, successfully manage your finances, and make empowered financial decisions in each area of your life!
If you are struggling with personal finance areas such as:
- How to decide how much to invest
- How to understand your retirement options such as 401k, IRA, etc.
- How to negotiate your salary
- How to strategize about student loan repayments and credit card debt
Then this workshop is for you!
In just eight short weeks, will you learn to transform your finances, develop new skills and enjoy taking action in key personal financial areas that will make a difference in your life and long-term wealth.
In this engaging and fun eight-week online training, you will gain the confidence to take action, successfully manage your finances, and make empowered financial decisions in each area of your life!
If you are struggling with personal finance areas such as:
- How to organize your investment accounts
- How to understand and allocate your investment portfolio
- How to understand your retirement options such as 401k, IRA, etc.
- How to negotiate your salary
- How to understand robo-advisors, financial planners and financial advisors
Then this workshop is for you!
In just eight short weeks, will you transform your finances, develop new skills and enjoy taking action in key personal financial areas that will make a difference in your life and long-term wealth.
Online Course Schedule
Here is the action-oriented workshop format that will give you the confidence to manage your finances. Each workshop includes a dedicated private community to connect with other participants, ask questions and share ideas.
April-June 2018
8pm-9:30pm EST
(5pm-6:30pm PST)
Tuesdays
Week 1: Claim Your Financial Power & Create a Budget
Tues. Apr. 24
Week 2: Do You Have a Personal Finance Framework?
Tues. May 1
Week 3: Negotiate Your Salary & Make More Money
Tues. May 8
Week 4: Maximize Your Retirement Plan
Tues. May 15
Week 5: How to Understand & Allocate Your Investment Portfolio
Tues. May 22
Week 6: Strategy for Real Estate Down-payment
Tues. May 29
Week 7: How to Understand the Types of Investment Advisors
Tues. June 5
Week 8: Lifestyle of a Personal Finance Warrior
Tues. June 12
Warrior Love
“Kelly made the daunting task of organizing my personal finances both easy and fun!”
With her lighthearted humor and high-energy approach, she takes an overwhelming task and breaks it down into small, actionable steps. After years of not taking charge of my finances, thanks to Kelly and her workshop I have rolled over my 401(k) plan from my previous employer and I am the proud owner of my first ever credit card with benefits!
Amy, 25“She has started a grassroots movement on par with reading circles”
Kelly’s enthusiasm and commitment to applying her extensive knowledge to empowering women to take control of their personal finances is inspirational, motivational, and fun! I couldn’t be more proud and grateful to be an early adopter and active participant in her structured workshops!
Shug, 40“Kelly has given me the courage to take control of my finances”
I had fun learning about managing my finances and allocating the funds. It felt great to take the next steps in rolling over several of my 401k plans into one IRA. I have already told my friends about her workshop!
Gina, 35
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