Interactive Workshops and Webinars

Build community and increase engagement through fun and impactful experiences. 

Check out what our clients are saying after the list of available programs.

Tried and True Methods for Weathering Financial Uncertainty

Our ‘Tried and true methods for weathering financial uncertainty’ workshop is about protecting yourself during volatile times, identifying opportunities and proactively planning for security and prosperity. 

Weathering uncertain times means protecting your credit, cashflow, long term savings, as well as being mindful of your emotions. It also means keeping an eye on the future and creating a plan to ensure you and your family are positioned for long term success.

Be Your Own CFO

Our ‘Be Your Own CFO‘ workshop is about how to start managing your life like a business.

Being your own CFO means clarifying and crystalizing your personal mission statement, setting meaningful and appropriate goals, successfully managing your overhead and profit, as well as planning for the future.

Be Your Own CFO 2

Our ‘Be Your Own CFO II‘ workshop is about mastering your personal financial life cycle in order to optimize results.

Mastering your personal financial life means determining your priorities and planning for the three primary stages; protection, accumulation and distribution.

Investing Bootcamp

Our ‘Investing Bootcamp‘ workshop is about getting comfortable with investing and developing a plan for getting started.

Becoming an investor means understanding the various types of investments, learning about the different accounts you can utilize, and setting goals and putting a plan in place.

Ready for Retirement

Our Ready for Retirement workshop is about how to successfully accumulate enough assets during your working years so you have sufficient income during your retirement years. 

Being ready for retirement means understanding how much to save, where to invest, how to design income that will last as long as you need it to, as well as clarifying how you’ll spend your retirement years.

Understanding Taxes

Our Understanding Taxes workshop is about understanding the different taxes we pay as Americans and how they apply to our individual situations.  

Understanding taxes means learning about what tax revenue pays for, how our system works and if and when we are subject to the different types of taxes. 

Plan Your Estate

Our Estate Planning workshop is about understanding what this process is, who should be doing it and when to get started.

Estate planning is the preparation and completion of tasks required to manage one’s assets during incapacitation or at death.

My Code: A (Family) Values Workshop

Our My Code: A (Family) Values Workshop  is about clarifying your most important values so you can live them everyday.  

To live a truly fulfilled life, you need to follow a code.  Your code determines how you allocate your most important resources, your time, attention and money.

My Life's Manifesto Workshop

Our My Life’s Manifesto workshop is about clarifying and crystallizing your best life and putting a plan together for making it happen.

Understanding Stock Options

Our Understanding Stock Options workshop is about gaining an understaninding of the different types of stock options and more importantly how they fit into your overall financial situation.

Heather H. VP of People at Mosaic Technologies

“George conducted an online workshop for my company called Be Your Own CFO. George was very knowledgeable as well as relatable. He provided a lot of specific advice and broke it down into small, achievable steps. We’ve held several wellbeing workshops over the last few months and I received the most positive feedback from our employees on this workshop. If you are looking for a financial speaker to educate your team in an engaging manner, I would highly recommend George.”

 

Ellen Shmunis Global Wellness Coordinator at RingCentral

“Thank you for the wonderful presentation! We’ve received excellent feedback.”

Daniel P. VP of Total Rewards at Business Wire

“George facilitated a spot-on financial wellness talk to our employees, providing the right content we envisioned while deftly responding to some difficult questions that came in. Our webinar was well-received, and we highly recommend George as a speaker for future employee presentations.”

Laurel S. People and Operations at Virtru

“George!!! Thank YOU! Amazing talk, great insights! I got a lot of good feedback from our team during and after. You rock! Thanks man!”

Noelle R. VP of People at Better Business Bureau

“Awesome presentation, George. Thank you so much!!!”

Jenn J. Senior Manager of Global Benefits at Extreme Networks

“Thank you so much, this (your presentation) has been very informative!”

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