Financial Education Workshops

Financial Education Workshops

three students in seminarChoose from our selection of single workshops, create a workshop series or multi-session classes for financial education that suit your organization’s needs. Our individual workshops last 50 to 90 minutes and each presentation is tailored to fit the knowledge level, age and needs of your audiences and organization.

To get started or learn more, please contact us:


Available Workshop Topics


adults attending presentationThe Four Cornerstones of Financial Wellness

This series consists of four in-person, 90-minute classes, using learning circles, activities and group discussions. Through these classes, you’ll learn to:

•    Budget to create savings.
•    Strategically reduce debt and build assets.
•    Understand credit scores.
•    Protect yourself as a consumer.

Foundations of Financial Well-Being

This is a series of five, sixty-minute virtual classes using interactive tools to increase learning and engagement.  You will learn financial concepts and strategies to: 

•    Spend less than you earn.
•    Reduce debt.
•    Increase assets and wealth.
•    Increase your buying power with improved credit.
•    Protect your financial well-being by learning about insurance, avoiding scams and preventing identity theft.

Money Management Basics

Create solid financial foundations, from building a minimum emergency reserve all the way to maximizing retirement savings. Use proven economic behavioral strategies and action steps to help you control your spending and set realistic financial goals that build upon each other. 

Improve Your Credit: Spend Less, Get More

Credit scores affect the terms of loans you receive,  employment, housing and insurance rates. Find out: 

•    The difference between good and poor credit.
•    The components of a good credit score.
•    How a good credit score makes things cost less.
•    How to establish or rebuild credit scores.

Decimate Your Debt

Transform a financial life that is controlled by debt with a solid plan to become free of that burden. Explore specific strategies that repay debt faster, in ways that may help maintain a good credit score.

Investing 101

*This is an informational course only. LSS cannot provide investment advice.

An introduction to the following concepts and tips to help you grow your assets to reach a financial goal:

•     Compound interest and the Rule of 72: how they build wealth.
•     Dollar-cost averaging and how it might benefit your investment strategy.
•     The importance of diversifying your assets.
•     Ways to find trusted experts to help you with future planning.

Beat the System: Be a Student Loan Champ

Make consistent progress in reducing and eventually eliminating student loan debt. You’ll become more informed about:

•    Complex government student loan programs and payment plan options.
•    Different types of rules for different loans.
•    Loan forgiveness programs.



FOR PARENTS:  Teach Your Kids Money Moxie

*For Parents who have children ages pre-K through middle school.

Get started with concepts and actions that help children at each age build the skills they need to develop life-long money smarts.

FOR PARENTS:  Teach Your Teens Money Moxie

Get started with concepts and actions that help teens at each age build the skills they need to develop life-long money smarts.

Paying for College: Preparing Parents and Students for Success

mother and daughter discussing financesPaying for higher education can affect the short and long-term financial health of both parents and their college-bound children. Attending together, parents and kids will learn how to:

•     Get the conversation about paying for college started between you and your child.
•     Discuss the importance of college choice when it comes to lowering costs.
•     Understand financial aid and other resources to help with college costs.

Financial Milestones for Teens and Young Adults

A workshop especially for teens and young adults, providing them a fun entry into the adult world of money.  They will learn how to:

•    Manage their first checking accounts and/or credit cards.
•    Build a good credit score.
•    Grow their savings with their first investments.
•    Create money management habits that will lead to a lifetime of financial wellness and resiliency.



three generations of women together  at laptopGet a Financial Health Checkup

Assess your financial health each year with a financial health checkup. In this workshop, we will:

•     Discuss habits to practice monthly, weekly and daily to build resiliency.
•     Identify the numbers that indicate financial health.
•     Set goals to support you in reaching your full financial health potential.

Money and Minimalism

Transition from a life of conspicuous consumption, debilitating debt and over-scheduled calendars.

•    Explore what living a minimalist life might look like for you.
•    Learn ways to declutter your living space.
•    Simplify your money life.
•    Get rid of what’s anchoring you down.

Facing Financial Uncertainty

If you or those you know are uncertain about your current financial situation or what may happen in the future, this workshop will assist you in building financial resiliency and establishing a sense of security and control so that you can manage any financial challenges you face.  

Recovering Your Finances

If you are trying to recover from unemployment, the dissolution of a relationship, a significant health event or any one of life’s unexpected changes — this workshop will help you take control. You will learn skills and strategies to: 

•    Manage money.
•    Prioritize savings.
•    Pay off debt and rebuild credit.

Happier Holidays: Brain Tricks for More Joy, Less Stress

During winter holidays, society pressures us to spend heavily. Many people find that their spending does not create happiness, but stress and debt instead. Learn three core principles of personal finance that will help you get more fulfillment out of your holidays this year.

Financial Stress Busters

The number one life stress reported by employees is personal finance. Learn methods to regain a healthy sense  of control, including:

•    Money mission statements.
•    Mindfulness meditation.
•    Behavioral finance tips to change old money habits into new ones.

Couples and Money (Team) Work

Whether you’re in a new relationship or have been with your partner for decades, you can get on the same page when managing money. We will discuss: 

•    Ground rules for conversations.
•    Money beliefs and scripts.
•    Money management strategies that you can implement together.

Women and Money

Women are at a disadvantage in financial wellness because of lower earnings, higher family responsibilities and mixed societal expectations. In this workshop, we will:
•    Explore women’s relationship with money.
•    Show how to overcome the most common money scripts.
•    Discuss money management skills that you can incorporate into reaching your financial goals.



Scam Proof Your Finances

Become smarter than identity thieves and scammers. Get familiar with:

•    Ways identity theft can happen at any age.
•    Steps to prevent identify theft.
•    Tips to gain confidence in being safe online and in financial interactions.
•    Free, effective resources to turn to if you are a victim of identity theft.

Fraud Prevention

Essential information for older adults and their loved ones, but valuable for all ages. You’ll learn:

How to recognize the most common forms of fraud and the tactics aimed at seniors and others.
•    The skills to respond assertively to the pressures of phone and online con artists.
•    Where and how to report fraud.