Financial Education Workshop Topics

Financial Education Workshop Topics

Choose 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
 

Back to Basics
 

The Four Cornerstones of Financial Literacy (multi-session class for all basics)

This core financial education class for adults is 6 hours total (four, 90 minute classes), using learning circles and games to make the learning fun. Develop skills in every aspect of financial literacy -- budgeting to create savings, debt reduction, increasing assets, building a good credit rating, and consumer protection. Everyone can learn this, and most of us wish we had gotten it earlier!
 

Better Budgeting

Budgeting works like magic if you use proven behavioral tricks that work and find the tools that work for you. You’ll learn how to make a real-world budget, plug your money leaks, reduce debt and increase savings.
 

Build Your Score, Get Out of Debt

Gain a new attitude of confidence towards credit by exploring practical steps to build your score. Learn about the rules and myths of credit scoring, how to spot errors on your credit reports, use your rights under the Fair Credit Reporting Act, and pay down debt to build strong credit.
 

Investing 101 - New!

*This is a basics class: LSS Counselors cannot provide investment advice.

Saving for the future is less difficult if you understand the basics. Learn about compound interest and how it works for and against you, dollar-cost-averaging, the Rule of 72, Risk-Return Scales, and different avenues to build assets for your future. 
 

Master Your Student Loans

Confused about what type of loans you have, the difference between each loan and how to manage them all? Leave this class understanding the basics of student loans, what options there are for repayment plans and loan forgiveness, the difference between consolidating and refinancing, how to resolve default, and successfully manage your student loans so that you can retain good credit and reach other financial goals.
 

Buying a Car with Confidence

Buying a vehicle is one of the largest financial decisions you’ll make. Learn ways to make key decisions before you wind up at the dealer – including lease vs buy, new vs used, safety and reliability. By getting your budget and credit score ready, you’ll get a deal on both the vehicle and the insurance costs. Know the dealer and financing tricks, and you’ll feel more in charge of the process buying your next car.
 

For Parents: Paths to Turn Kids Into Financially Wise Young People

You’ll learn methods to show your children important money life skills and ways to match those money lessons to kids’ developmental stages. Get started with tools that help each age get the practice they need to develop good money habits.
 

 

Youth and Young Adult Education
 

Financial Milestones for Teens

These money lessons are delivered directly to groups of teens, tailored to fit their age group and to provide a fun entry into the adult world of money. Learn to navigate all the “firsts” – managing your first paychecks and credit cards, building a good credit score, growing your savings with your first investments, and planning your first budget for college or independence ahead. 
 

Keep College Affordable: Get a Degree, Not Debt

Higher education financing is complex and college can be the biggest expense of your life, next to buying a home. Learn financial aid basics, strategies to keep costs low, and insider tips to get through college without taking on too much student loan debt.
 

Buying Your First Car with Confidence - New!

Get good at car buying by learning ways to take control of the process. Buying a vehicle is one of the largest financial decisions you’ll make. Learn ways to make key decisions before you wind up at the dealer – including lease vs buy, new vs used, safety and reliability. By getting your budget and credit score ready, you’ll get a deal on both the vehicle and the insurance costs. Know the dealer and financing tricks, and you’ll feel more in charge of the process.
 

 

Financial Well-Being
 

Get a Financial Health Check-Up - New!

In this workshop you will learn steps to take annually, monthly, weekly, and daily to build healthy financial habits. We will spend time defining what financial health means to you, practice methods to reduce stress around finances, learn to prevent debt with spending and savings strategies, and set goals to get you where you want to be.
 

Money, Happiness, and Your Brain: Tips from Behavioral Finance

Despite the social pressures to spend and shop, most people find that their spending does not create happiness. The fields of behavioral finance and brain research have answers for what creates real fulfillment and why overspending backfires. Learn four core principles of money happiness.
 

The New Rules of Money

Things have changed from even 10 years ago. Learn the “new rules” of the economy -- the old guidelines that your parents learned no longer apply. Learn about consumer protection and how to make financial decisions about money management, debt, credit, and savings for today’s economy.
 

Financial Stress Busters

The #1 life stress reported by employees is personal finance. Learn methods to regain a healthy sense of control, including money mission statements, mindfulness meditation, and behavioral finance tips to change old money habits into new ones.
 

Living a Minimalistic Life - New!

More than just an art movement; Minimalism is becoming a preferred lifestyle for people all around the Country who are questioning what brings value to life. Learn to incorporate this philosophy into your own life to cut clutter and reduce stress, live meaningful life, and start defining what a Minimalistic Life would mean for you.
 

Recovering Your Finances - New!

“Life happens” and when it does it can set you behind financially. Whether you are recovering from a period of unemployment, hospitalization due to a physical or mental illness, a substance abuse disorder, or any one of life’s curve balls, this workshop will help you take control with budgeting to build savings, strategies to pay off debt, and solid steps to rebuild credit. 


 

Consumer Protection
 

Scam Proof Your Finances: Defending Yourself

Plan to leave this class smarter than the identity thieves. You’ll learn the many ways identity theft can happen to adults, or even kids, and steps to prevent it. Gain confidence in your safety online and in financial interactions; know about free, effective resources to turn to, if ID theft does happen. Learn what to do, with a “deter-detect-defend” strategy to minimize your risk.
 

Senior Fraud Prevention - Stopping Scams and Staying Safe

Essential information for older adults and their loved ones, but valuable for all ages. You’ll learn how to recognize the ten most common forms of fraud and the tactics aimed at seniors and others. Learn how to respond assertively to the pressures of phone and online con artists, and know where to report fraud.