Learn the basics of personal finance in an hour.

Tonia Frazier and Yuly Rodriguez will change the way you think about money.

Learn More About Our Workshop Offerings!


2024 Workshop Opportunities in Partnership with Goodwill University!

We are bringing our financial education curriculum to Goodwill University! Please find dates for the workshop series below, as well as a full description at the bottom of this page. If you are interested in enrolling, please complete this form. Check your email for communications about the class details 1 week before the class date listed here on their website.

October 22-24 (Hybrid, 10-11am or 6:30-7:30pm):

Day 1) Financial Empowerment

Day 2) Financial Goal Setting

Day 3) Buy Your Car with Confidence

November 12-14 (Virtual, 10-11am):

Day 1) Financial Empowerment

Day 2) Credit - Beyond the Basics

Day 3) Homebuying

December 10-12 (Virtual, 10-11am):

Day 1) Financial Empowerment

Day 2) Credit - Beyond the Basics

Day 3) Tax Season

Financial Empowerment

 

Start with the basics! In this personal finance “101” workshop, you will learn the foundations of money management such as how to spend, save, and give, the monetary value of your time, how to avoid bad credit products, become a credible borrower and set financial goals. It’s the best one-hour investment you’ll ever make in financial education!

Credit: Beyond the Basics

 

Want to understand credit and the credit system? It’s something everyone should know. In just one hour you will learn the critical hows of credit - how the credit system began and who manages it; how to access and understand their credit report; how credit can work for you or against you; and how to raise their credit score without resorting to predatory financial products.

Financial Goal Setting

 

Does setting financial goals intimidate you? It doesn’t have to! After this one-hour workshop on how to set short, medium, and long-term SMART (specific, measurable, achievable, relevant, and time-bound) goals, you will leave more confident about setting and meeting goals to achieve financial success.

Home Buying

 

It’s one of the largest assets most people will ever purchase, and not one to take lightly. Learn what it takes to be a homeowner, from the steps to qualify and what lenders look for, to an overview of mortgage programs and how to maximize this great asset to create generational wealth. 

Buy Your Car With Confidence

 

Buy your car with confidence. Too many people pay too much for a car. You will learn how to be an informed consumer the next time you walk onto the lot. You’ll learn how to create a conscious spending plan, how to get credit-ready, options for borrowing and who the enemies are in the process - all part of this money-saving educational experience.

Tax Season

 

You don’t have to dread tax season. Instead, spend an hour learning the basics of tax preparation - from who can file and what the IRS needs…what a filing status is…the types of returns and more. You’ll come away with information on standard deductions and who can take advantage of them, and how to get your largest refund.

Predatory Lending

 

This is the “big bad wolf”! Learn about the different types of predatory loans and how these high interest, short-term loans can wreak havoc on your spending plan and ruin your credit.  More importantly, learn how to avoid these situations and preserve your credit.