Our "Are You Financially Fit?" workshop is a personal finance masterclass that goes into depth on what it means to be financially fit and the tools on how to achieve this. Breakfast included.
Key takeaways include:
- We will touch on the below and what deems you to be financially fit for each part of your financial journey- Emergency funds (what they are and how much should be in them)
- Expense management (and how to cost-cut)
- Credit management (what is a good score, how it can help you and how to boost your score)
- Investing and why it's critical to your financial success
- Retirement planning
- 8:45am-9:00am: Doors open / breakfast
9:00am-10:00am: 40 minute workshop plus Q&A
10:00am-10:30am: Networking (optional)
Who this is best for:
Anyone looking to better their finances whether they already live a financially fit lifestyle or need a little more guidance to start doing so.
About the instructor:
Shannon McLay is a financial planner who left a "traditional" financial services firm 5 years ago to start her own company, The Financial Gym because she felt traditional financial services firms did not have the tools or resources for this generation. After accomplishing her own successful weight loss journey, Shannon realized that while there are a number of resources available to people who want to become physically fit, there are far fewer for those looking to become financially fit. Most people don't even know what financial fitness looks like, let alone how to achieve it, prompting McLay to ask, "How can you discuss retirement or investment options, when you don't have any money to begin with?"
As with physical health and fitness, financial fitness is a goal that anyone can achieve, no matter your starting point. The journey is very similar: you need a plan, the right tools to accomplish your goals and a support system. Shannon realized that the key to financial success for most people is human contact and not a website or an app. People are more than algorithms and The Financial Gym is putting the personal back in personal finance to help the everyday Jack and Jill who are trying to build assets while also managing debt.
Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for everyone.
About our host
The Financial Gym is a personal financial services company that takes a fitness-inspired approach to our clients' finances. By working one-on-one with a Certified Financial Trainer, we teach our clients how to make smarter money decisions that add up over time to reach their life goals.
Tickets are limited.