Our mission is to educate and empower our communities with real financial knowledge. We are here to bring financial education to individuals and to your business as a financial benefit.
Upcoming Sessions.
Navigating Your Taxes
Vino and Investment Essentials
92%
of employees say they worry about money*
We offer financial education to help you and your employees navigate the world of finances and focus on what matters most.
Our Top Sessions.
Not sure where to start? Here are our top classes to get your journey started.
Wine and Investing 101
This unique blend combines wine appreciation and financial savvy, offering knowledge and refinement reminiscent of the Art Deco era’s elegance.
Navigating the Realm of Home Buying
Embark on a journey of financial enlightenment, where we demystify home buying, clarify mortgage eligibility, down payment strategies, and more.
Personal Finance Fundamentals
Budgets are the key to financial wisdom, guiding you toward fiscal freedom and a secure future. Join this class to learn budgeting skills and work towards financial prosperity.
Public Sessions
Public sessions are available to anyone interested in taking their financial IQ to the next level.
Private Sessions
We work with businesses to help employees learn about the financial topics that affect their goals and teach them ways to help achieve them.