Group Presentations

Equip your team with lifelong financial confidence and actionable money skills.

Presentation Offerings

Single Topic Session


A focused 1-hour presentation on any of our core topics—perfect for introducing your team to essential financial skills.

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.

Free for schools and non-profits!

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

Core Topics

Money Management Basics

  • Build a healthy, confident money mindset
  • Create a values-aligned budget that works for your lifestyle
  • Understand emergency funds & high-yield savings
  • Track spending and manage time to support better habits

Understanding Debt & Payoff Strategies

  • Understand common types of debt and key terms
  • Learn the real cost of avoiding debt
  • Explore proven debt payoff strategies (snowball, consolidation, refinancing)
  • Learn that student loan repayment options exist and where to find up-to-date guidance

Intro to Investing

  • Understand how the stock market works and why people invest
  • Compare investment types, risk, and risk-tolerance
  • Learn about different investment accounts and how to prioritize them
  • Explore simple ways to start building a portfolio

Credit Scores & Credit Cards

  • Understand how credit scores work and why they matter
  • Learn how to build and improve your credit score
  • Use credit cards responsibly and avoid common pitfalls
  • Protect yourself from fraud and identity theft
People sitting in a conference or seminar, taking notes on notepads and using pens.

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