Host a money workshop with Jenn Uhen of The Pledgettes to:
embolden your team members,
spark money conversations and
motivate your group to take action in their personal finances?
The Pledgettes workshops are custom built for YOU to build a truly immersive and motivational experience.
We work with companies, leadership groups, networking associations and more to spark great conversation and provide value beyond your workshop.
Book a workshop with The Pledgettes!
Looking to schedule something that will inspire your group at work and improve their personal lives? Schedule a Money Workshop!
The Pledgettes host workshops so your team members can start right-time, right-place money talks.
We create a safe, fun environment where people can share, learn and be inspired.
In your workshop we will…
…explore our current and desired relationship with money.
…practice money conversations with our peers.
…make commitments for action we want to take in our personal financial journey.
Let’s CELEBRATE the chance to talk about money.
Let’s pause for a moment and talk about personal finance. Our relationship with money is a lifelong relationship. Sure, we can ignore it, but we can’t break up with our money.
Employees with financial confidence have more financial stability, value employee benefits aligned with their Big Financial Goals, and understand how their individual contributions at work contribute to company goals.
The Pledgettes Money Workshops can be standalone workshops or hosted in a 5-part series.
Included in every workshop:
Interactive elements including breakouts, chat, and polls
Feature of your company’s employee benefits (if requested)
Actionable next steps for financial confidence
Interactive Money Workshops
Choose one workshop or create a series
Aligning Your Money with Your Values
Join us for an interactive and actionable money workshop on the powerful money moves you can make today to aligning your money with your values. Discover how to use your power (yes, you have it already) with your money and make intentional, values-aligned financial decisions across the five crucial aspects: Spending, Banking, Earning, Giving, and Investing. Harness your unique opportunities to shaping your financial future. You’ll also see that each money move you make has a ripple effect in building healthy, wealthy communities. I am optimistic about our future when more women like you hold more wealth.
Key Takeaways:
• Embrace your role as the CEO of your money and unlock the potential for intentional, values-driven financial actions.
• Engage in transformative 1:1 conversations to make new Financial Friends and foster healthy, wealthy mindsets.
• Commit to a values-driven Financial Action, starting a positive ripple effect beyond the workshop.
Bring your questions, experiences, and curiosity as we come together to build vibrant and prosperous communities that reflect our values.
Building 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.
Financial Friends: Why You Need Them + An Event to Find Them
Having money conversations is like peeling back the layers of the onion. Jenn will present her top tips on establishing a safe place, great conversation starter questions, and we will also jump into it and have money conversations in Zoom breakout rooms. To quell any fears, you will not be asked to share any of your financial numbers in these conversations. We won’t be talking about bank balances, retirement account amounts, or salary. We’ll talk about your first money memory, current financial goals, and what retirement will look like for you.
This is a great workshop to start with and it sprinkles in some highlights from the other workshops.
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.
Setting + Achieving Big Financial Goals
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.
“I just sat in on the hour session that you just did for my company. You are totally speaking my language and it is SO refreshing to hear.”