My Money Workshops

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Our Core Curriculum

Financial Literacy Workshop – Our Core Curriculum

Our Financial Literacy Workshop is interactive and we encourage students to participate and ask questions. The curriculum incorporates the following topics, and when possible may be customized to meet specific requests the school or organization may have.

  • Workshops are also available in Spanish

Topics include:

  • Setting SMART Financial Goals
  • 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.
  • Saving for the Future
  • 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
  • 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

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

Additional Workshops

Introduction to Stock Market & Investing Workshop

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

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 Guidelines Workshop

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.

Additional Details

Volunteer Instructors – My Money Workshops are taught by volunteer instructors with a background in money management and economics.

Workshops are Customized – My Money Workshop collaborates prior to the workshop date with host teachers and department heads at schools and organizations to ensure that we are best meeting the students’ and community members’ needs.

The length of the workshop is designed to accommodate each particular school/program’s needs. Typically a workshop runs for about an hour and incorporates a question and answer segment. Workshops can be shortened or lengthened to accommodate classroom periods.

Presentation Materials Provided – PowerPoint and handouts are e-mailed approximately one week prior to the scheduled workshop.

Post Workshop Materials – We encourage schools to make our post workshop evaluation available to students, as this provides invaluable feedback regarding the quality of our workshop”.