Our most popular presentation, the Financial Flyover presentation is a great place for beginners and people who don’t know where to start. We talk about taking control of your finances by knowing where your money is going, the importance of saving, and steps for making a successful budget. After that, we’ll dive into the basics of credit, what a good credit score can do for you, and steps you can take to build/rebuild your credit.

A great beginner course to bank accounts, picking out the right financial institution, difference between credit unions and banks, checking accounts, savings accounts, debit cards, fees to watch out for, and more.

This presentation walks you through the importance of budgeting, what budgeting actually is, and how to create and follow a successful spending plan. We also go over setting smart goals, saving for various expenses and how to budget for semiannual expenses.

The credit system isn’t exactly easy to navigate, making it difficult to know exact steps you can take in building or rebuilding credit. In this presentation, we not only cover what’s on a credit report, but also break down the components of credit scores and the impact each element has.

The loan process can be extremely overwhelming: knowing which type of loan is right for you, what options you have, and the best place to take out a loan. In this presentation, we walk through the ins and outs of the lending system by going over things like loan types, interest, lenders, and red flags to watch out for.

Credit cards can be extremely beneficial for many reasons, but with the average credit card’s interest rate over 25%, knowing how to use them in the right way is vital to your financial health. In this presentation, we cover the do’s and don’ts of using credit cards – highlighting what you can do to get all the benefits and none of the drawbacks.

With fraud and identity theft being at an all-time high, knowing what to look for and how to protect yourself is vital. A great beginner workshop, this presentation is a perfect for anyone looking to learn about the basics of fraud and how you can take steps in detecting and preventing it. We cover the basics of scams and key characteristics to look for before diving into common scams and other techniques scammers use to steal personal information. Lastly, we cover different ways to protect yourself and your information.

Money plays a major role in day-to-day life and has a huge impact on overall wellbeing. Geared towards parents and guardians, this presentation dives into the vital role financial education plays in developing healthy financial habits from an early age. We discuss actionable strategies for setting children up for financial success, emphasizing age-appropriate conversations and equipping parents with valuable resources to empower their kids as they build healthy financial habits.

Understanding your relationship to money is key to finding balance and financial success. In this presentation, we cover the 4 main “Money Attitudes” highlighted through the “Klontz Money Scripts”, going in depth on how your unconscious beliefs impact your overall financial wellbeing and what you can do to explore your own relationship with money!