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Educational Workshops & Training Events

Join our comprehensive learning programs designed to build practical financial skills through hands-on workshops, expert-led seminars, and specialized training tracks.

Foundation Track

Perfect for those starting their financial education journey. These interactive workshops focus on building core skills through practical exercises and real-world applications.

  • All skill levels welcome
  • Small group sessions (max 20)
  • Take-home resource materials
  • Follow-up support included
  • Certificate of completion

Personal Budget Foundations Workshop

Aug 15, 2025

Learn to create and maintain effective personal budgets using proven techniques. We'll cover expense categorization, tracking methods, and goal-setting strategies that actually work in daily life. Participants will leave with a personalized budget template and ongoing support resources.

Full Day (9am-5pm)
Instructor: Thelma Brightwater
Materials included

Expense Tracking Masterclass

Sep 8, 2025

Master different approaches to expense tracking, from traditional methods to digital tools. This hands-on session covers setting up systems that stick, identifying spending patterns, and making adjustments that lead to better financial habits.

Half Day (1pm-6pm)
Instructor: Cordelia Stormwind
Laptop recommended

Professional Development Seminars

Advanced Financial Planning

Led by Rowenna Blackthorne

September 20, 2025

Deep dive into sophisticated planning techniques including investment strategies, tax considerations, and long-term wealth building approaches. This seminar is designed for those with existing financial knowledge looking to expand their expertise.

  • Investment portfolio analysis
  • Retirement planning strategies
  • Tax-efficient saving methods
  • Risk assessment techniques
  • Case study discussions

Cash Flow Management Systems

Led by Thelma Brightwater

October 10, 2025

Learn advanced techniques for managing complex cash flows, whether personal or business-related. We'll explore forecasting methods, seasonal planning, and strategies for maintaining healthy financial rhythms throughout the year.

  • Forecasting methodologies
  • Seasonal budget adjustments
  • Emergency fund strategies
  • Multiple income source management
  • Digital tool integration

Specialized Industry Training

Intensive programs tailored for specific professional contexts and advanced applications of financial planning principles.

Business Budget Mastery

3-Day Intensive

Comprehensive business financial planning covering everything from startup budgeting to established business optimization. Participants work through real scenarios and develop customized systems for their specific industry needs.

Dates
October 25-27, 2025
Format
Workshop + Consultation

Nonprofit Financial Management

2-Day Program

Specialized training for nonprofit organizations focusing on grant budgeting, donor stewardship financial practices, and compliance requirements. Includes templates and systems specifically designed for nonprofit operations.

Dates
November 12-13, 2025
Prerequisites
Basic accounting knowledge

Family Financial Coordination

Weekend Workshop

Learn to coordinate complex family finances including multiple income sources, education planning, and multi-generational financial considerations. Perfect for families navigating major financial transitions or planning for significant life changes.

Dates
December 7-8, 2025
Group Size
Limited to 12 families