Budgeting & Investing Foundations (Live Workshop)

Learn how to manage your money and start investing with confidence – even if you’re starting from zero.

Live on Zoom • Saturday, February 7 • 2:00–3:30 PM EST


  • How to build a simple, percentage-based budget so you can clearly see where your money should be going — without tracking every dollar or feeling restricted.
  • How investing actually works (in plain English) — what you’re buying, how returns are generated, and what really matters long term.
  • How to evaluate an investment step by step, including:
    • expense ratios
    • performance history
    • basic chart reading
    • what numbers matter vs. what to ignore
  • A live, step-by-step walkthrough of setting up your accounts, so you can see exactly how to open a high-yield savings and start investing from scratch.
  • How to build a consistent investing system, even if you’re starting small — including how people grow wealth over time without trying to “time the market.”
  • Tools and resources you can continue using after the workshop, plus live Q&A so you can ask questions specific to your situation.