for your group
The Wealthy Habits' Experience
Choose an engaging financial learning experience that fits your audience, goals, schedule, and setting.
Choose the Experience That Fits Your Audience
virtual workshop
Bring live, interactive financial learning to your group from anywhere. Participants engage in real conversations, activities, and practical money decisions in a virtual setting.
in-person workshop
Bring Wealthy Habits directly to your school, organization, workplace, or event for a hands-on experience your audience will remember and use.
speaking & special events
Invite Wealthy Habits to speak at your conference, panel, parent event, special program, or community gathering.
Choose a Topic or Let Us Build Something for You
Financial questions look different for every group. Younger students may need a strong foundation in budgeting, saving, and everyday money decisions, while older students and young adults may be ready to explore credit, investing, debt, taxes, and larger life choices. Choose one topic for a focused experience or combine several for a more complete program. We’ll tailor the conversation, examples, and activities to your audience, goals, and available time.
Foundations of financial literacy
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Needs vs. wants, income, budgeting, saving, smart spending, banking basics, setting money goals, and making everyday purchasing decisions.
Introduction to investing
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Compound interest, risk and reward, stocks, bonds, funds, diversification, time horizons, and how consistent investing can support long-term goals.
Advanced financial concepts
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Credit scores and reports, debt, loans, interest, taxes, insurance, major purchases, identity protection, and avoiding common financial pitfalls.
Building a better future
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Entrepreneurship, careers, goal-setting, net worth, wealth-building habits, and making choices that support long-term stability.
Need something different? We can customize a workshop around your organization's goals.
More Than a Powerpoint Presentation
We believe knowing the definition of a financial term isn't the same as knowing what to do with it.
That's why Wealthy Habits focuses on helping participants connect financial knowledge to real-life choices. Our approach combines education, hands-on activities, discussion, decision-making, and practical application, giving students the confidence to make smarter money decisions today and in the future.
Planning a Group Experience is Easy
tell us about your audience
Complete a short request form with information about your group, preferred date, location, audience size, and goals.
we'll recommend the right fit
We'll talk with you about what you're hoping to accomplish and recommend the format, topics, and activities that make the most sense.
we bring the experience to you
Once the details are confirmed, our team handles the financial education experience so you can focus on your audience.