You are ready…and so are your teams.

We grew up in families where talking about money was taboo and then took jobs where we weren’t confident to talk about money. Employers are offering great benefits (401(k) match, financial advising/education, and more) that employees aren’t utilizing. It’s time to bring it all together.

 

Objectives of Money Workshops for your Team

  • Participate in active discussions around money mindset and financial goals.
  • Share tools and resources to facilitate money conversations that can continue past the workshop.
  • Highlight employee benefits for increased utilization.

Founder Jenn Uhen is on a mission to abolish the gender wealth gap by facilitating money conversations with women and allies.

Workshop Topics

Let’s talk money!

Money Talks: How to Start a Money Conversation

We will talk about how to start a money conversation with your partner, family, friends, or coworkers. We’ll establish a safe place to open up, get deeper with each conversation and have practice conversations with our peers. Think half-networking, half-financial literacy.

Evolve Your Money Mindset

Our money mindset shows up every day in our money moves, purchases, assumptions, and emotions. You have the ability to improve your relationship with money by evolving your money mindset. In this workshop, we’ll identify three things you can do to evolve your money mindset.

Dream Bigger: How to Create a Big Financial Goal & Make it Happen

When we can visualize our biggest and best financial goals, they can happen! In this workshop, we’ll discuss financial goal-setting, goal methods, and how to set yourself up for success.

How to Build Your Financial A-Team

What would it look like to intentionally grow your Financial A-Team like you have grown your professional network? There are five types of people I believe should be on your Financial A-Team. We’ll walk through the types of people, how to find them, the questions to ask, and the red flags that should send you running.

Align Your Money to Your Values

In this workshop, we’ll talk about how to take an active role in your finances by aligning your money to your values from three perspectives: Spending, Banking, and Investing. Women and allies have tremendous power with their money decisions.

Reach out to talk about having Jenn speak to your company, community, or organization.