Financial Wellness Workshops
Equip your team with lifelong financial confidence and actionable money skills.
Event Offerings
Single Topic Session
A focused 1-hour presentation on any of our core topics—perfect for introducing your team to essential financial skills.
Free for schools and non-profits!
Progressive Learning Series
A bundle of 1-hour sessions that build on each other. Start with the basics and advance to complex topics - e.g. investing 101 to 301.
Custom Presentation
Have a unique topic in mind? We’ll create a tailored presentation just for your team’s needs
Full-Day Workshop
Dive deep with multiple topics in one day. Interactive, hands-on, and packed with actionable financial skills.
“My team walked away feeling empowered, more confident about their financial future, and motivated to take the next steps. I highly recommend Mia to any business owner who wants to provide meaningful financial education to their team.”
FADS Hoboken
Workshop Topics
Core Topic
Money Management Basics
Money Management Basics
- The foundation of strong personal finances.
- Learn critical habits and understand how your core values will fuel your money mindset.
- Master basic budgeting, expense tracking, and time management hacks.
SESSION 2
Money Mindset
SESSION 2
Money Mindset
- Understand your money scripts and how they can positively affect your financial situation.
- Discover how money habitudes can affect your budget.
- Learn how to create a balanced cash organization structure.
SESSION 3
Money & Relationships
SESSION 3
Money & Relationships
- Practical insights on building financial synergy.
- Proven roadmaps for having healthy financial conversations with partners and family.
SESSION 4
Understanding Job Offers & Benefits
SESSION 4
Understanding Job Offers & Benefits
- Deconstructing total compensation and evaluating employer benefits packages.
- Knowing what is reasonable based on your specific area's cost of living.
- Benefits enrollment selection guidance.
Core Topic
Intro to Investing
Intro to Investing
- Break down exactly why we invest and how the stock market functions.
- Identify different types of assets and discover your risk profile.
- Learn different types of accounts and how to prioritize them based on your goals.
SESSION 2
Next Level Investing
SESSION 2
Next Level Investing
- Evaluating when to invest in Traditional vs. Roth vehicles.
- Execution paths for Backdoor Roth and Mega Backdoor Roth IRAs.
- Retirement setups for the self-employed and understanding structural tax efficiency.
SESSION 3
FIRE
SESSION 3
FIRE
- Understanding FIRE - Financial Independence, Retire Early.
- Evaluating FIRE variations and deciding what alignment fits your lifestyle values.
- Learn how to calculate your FIRE number.
SESSION 4
Legacy Investing
SESSION 4
Legacy Investing
- Strategic investing options for your legacy.
- Whether it's your children's education, your business, or donating to charity.
Core Topic
Credit Scores & Credit Cards
Credit Scores & Credit Cards
- Unpack exactly what a credit score is, how it's calculated, and concrete rules to increase it.
- Credit Cards 101: proper usage, interest mechanics, and fraud defense.
SESSION 2
Credit Card Hacking
SESSION 2
Credit Card Hacking
- Mastering credit cards responsibly.
- Advanced points tracking and transfer partner optimizations.
- Valuing points vs. cash returns and parsing premium card perks.
Core Topic
Understanding Debt & Payoff Strategies
Understanding Debt & Payoff Strategies
- A realistic guide to navigating debt.
- Define debt categories and understand the costs of avoidance.
- Compare debt payoff strategies.
- Balance debt payoff with investing targets.
SESSION 2
Understanding Student Loans
SESSION 2
Understanding Student Loans
- Navigating federal vs. private student loans.
- Identifying repayment options and understanding public forgiveness initiatives.
- Establishing assets to end generational debt curses.
Inquire About a Private Workshop
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