My Money Workshops
The Best Experience Ever
"I will begin to set goals for myself when I receive money. I want to start saving for college!"
WORKSHOP PARTICIPANT
2021
Financial Literacy Seminars and Programs
Our Financial Literacy Programs are interactive and customized per audience. No one program looks the same, however below is a list of our core program and curricula. The curriculum incorporates the following topics, and when possible may be customized to meet specific requests the school or organization may have.
Why Customize?
At My Money Workshop, we know that everyone has a different relationship with money. Whether starting with a one-time or a more in-depth Foundations for Financial Success Program, we seek to meet participants where they are and will offer personalized solutions.
- Some seminars are also available in Spanish
Through 2021, programs are offered virtually and in-person (where possible). My Money Workshop operates on a fee-for-service structure. Please see details below.
1-2 hour Live Webinar or In-person informational Session ($350, complimentary if included in Foundations for Financial Success Series)
• Serves to identify needs of the participants and pre-cursor to Foundations for Financial Success or Foundations for Financial Success PLUS+ (additional fees)
• All participants are surveyed to gather information that will help guide the creation of curriculum for a specific audience
- Live Webinar, Pre-recorded, or In-person ($650)
- 2-hour seminar for organizations with rotating populations
- Fundamentals of Money Management for individuals. All participants receive a money management and budget/expense tracking tool
- +2 topics
- Pre-recorded available via your own page on our website
- + Additional topics (additional cost)
- Live Webinar or In-person ($2,400+)
- A multi-part program for children and adults (1-2 hour workshops, framework customized
for each audience) - My Money Workshop has identified a proven curriculum that allows participants to build a
foundation, which will provide them with a strong vision to embark on their journey to becoming economically self sufficient. - Foundation for Financial Success Programs are customized to fit participant needs. An example of a program is below.
- Intro to Basic Money Management
- Importance of being financially responsible and
- Setting SMART financial
goals - Budgeting
- Importance of expense tracking and budgeting, Creating a budget
- Budget Management
- Tips and hands-on activities
- Banking and Savings
- Importance of saving and having a bank account
- Opening a bank account
- Establishing an emergency fund
- Includes One-on-one coaching
- Complimentary Discovery Session
- Additional topics available at $600 per topic
Our Core Topics
Topics include:
- Budgeting 101: Where is all my money going? I
need a budget!- Expense Tracking
- Creating a Budget
- Budget Management
- My Paycheck – What are all these deductions?
- Smart Banking
- Banks/Debit Cards – Which one is right for me?
- Be smart banker
- Credit Cards: The Good and The Bad
- Understanding Credit Scores, including “how to tips” to maintain/improve credit score
- Credit Score – What is it and why is it so important?
- Credit Report: What is it, and how do I manage it?
- Identity Theft: Protecting Yourself Online and In-person
Additional Topics Also Available:
- Managing The Pitfalls of Debt
- Insurance: What do I need to know?
- Moving Out: Can I afford it?
- How to Prepare Financially After College
- Home Buying: Preparing Yourself Financially Before Becoming a Home Owner
- Savings: You come first!
- Saving for Retirement
- Investment Basics
- Tax Time
Digital Curriculum
Introduction to Stock Market & Investing
Tax
Retirement
Digital Curriculum
Our digital curriculum focuses on an individual’s need to budget, save for now and prepare for future emergencies, understand their banking needs, and manage their debt and credit. Our curriculum focuses on these topics to help reduce the stress people experience during financial hardship.
Topics include:
- How to build an Emergency Fund During an Emergency
- Budget Management
- Credit Management
These topics are taught via live webinars or through a set of self-guided lessons.
Take our self-guided course here: Reduce the Financial Stress Caused by COVID-19
If you are interested in our digital curriculum please send an email to marisol@mymoneyworkshop.org
Introduction to Stock Market & Investing
Our Introduction to Stock Market and Investing Workshop supplements the core curriculum featured in our Financial Literacy Workshop. WE OFFER NO INVESTMENT ADVICE, just how to understand the different options of investments. We recommend this workshop follow our Financial Literacy Workshop, however, this can serve as a stand-alone, especially when a school and/or organization has a financial literacy syllabus in place.
Topics covered are:
Part 1, The basic stock valuation questions:
- The “real return”
- Inflation, today and in the future
- Bankruptcy risks for stocks and bonds
- Growth opportunities for stocks
Part 2, Individual company questions, including:
- Defining their business
- Demand – product growth
- Supply – competition
- Costs, debt levels, etc.
Part 3, Analyzing several stocks:
- Applying the tools learned earlier
- Buy or sell? McDonald’s, Netflix, Ford, Apple
Tax
Our new Tax Time Workshop is a great supplement to the Financial Literacy Workshop. Some subjects covered are:
- When do I start filing taxes – at what income bracket am I required to file?
- What are the necessary tax forms for filing and how do I file them?
- Tips for preparing tax returns
- Q & A with a tax consultant
Retirement
Our Retirement Guidelines Workshop was inaugurated in 2015 following the successful implementation of our Introduction to Stock Market and Investing Workshop. This too is a great extension and supplement to our core financial literacy curriculum.
Topics covered are:
- Why save for retirement?
- The income shortfall
- How much do I need to save
- Retirement savings scenarios
Guest Speaker Workshops
Guest speaker programs are also available. My Money Workshop has volunteer industry specialists. We can make arrangements to bring in local professionals working in various industries. The following represents a sample of industries:
- Banking
- Automobile (purchasing & leasing)
- Real Estate
- Insurance
- Retail (example – supermarkets)
Our guest speaker workshops are offered after the completion of our financial literacy workshop. Additionally, schools and organizations that have a financial literacy program of their own have found our guest speaker workshops to be complementary to their efforts, as they bring a wealth of knowledge and cover many relevant topics.
Volunteer Instructors – My Money Workshops are taught by volunteer instructors with a background in money management and economics. Learn more about our instructors