Classes & Workshops

We are huge fans of Galia Gichon of Down to Earth Finance, and her Simply Money program. We know the value of financial planning, and how it is different for entrepreneurs and small business owners who do not have guidance (or automatic savings plans) from HR departments. Therefore, we've teamed up with her to bring you Smart Money for Entrepreneurs. Galia has been heard on the Today Show, CNN, Freelancers Union, and more. Click here for Galia's full bio. You can also get financial planning tips from her newsletter, Down to Earth Finance.
 

This 4-week seminar will focus on helping you keep you keep budgets, manage cash flow, and stay on track for a self directed retirement savings plan (as opposed to an HR department saving for you). It’s running/yoga/pilates for your bank account. You will come away feeling confidential and with a plan.

During the Simply Money course, we’ll talk about everything from how to make your money go further and ways to plug your budget, to finding mutual funds and determining asset allocation. This seminar does not sell financial products. It is here to help you effectively plan for financial confidence.

You will learn:

• Get organized. See where you are today and where you want to be
• Clean up your credit and debt
• Create a weekly spending plan, set concrete goals with dollar amounts and timelines
• Develop a plan for automatic savings
• Comprehensive discussion on mutual funds – specifically for retirement
• Finding out exactly how much you should be saving for retirement and other goals
• Tips for a successful retirement – and why you need to start planning for it now
• Do practical exercises to achieve financial freedom
• Easy-to-implement methods to improve financial habits
• Steps for setting up weekly habits for your personal finances

Each class includes:

• GOALS  Each week you’ll have the opportunity to check in with the group on your progress. By sharing your individual goals and status reports, the group creates a dynamic momentum that’s not only contagious but also inspiring.
• LEARN  Each meeting includes a specific lesson on managing your money like spending smarter, credit reports, mutual funds, retirement plans, financial advisers, and improving your money habits.
• EXERCISE  Each week, we’ll also work your mind with an engaging exercise designed to educate you about money and finance.
• Worksheets and current personal finance articles.
• COMMUNITY  You are not alone in taking charge of your money.

PRICING: $345
Collective-E Member Discount: $258.75 (if you are not a member yet, join now to get this discount)
TIME: 11am-1pm
DATES: March 17, 24, 31, and April 7