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Which workshop are you interested in?

Select the workshop that best fits your group's needs.

Choose a workshop*

Part One: Learning The Fundamentals
Budgeting, saving, compound interest, debt management, and credit card strategies. Part Two: Investing Principles
Investing mindsets, basics, various investment vehicles, and their pros and cons. Complete Bundle
Both Part One and Part Two — the full financial literacy experience. Save $100!

Tell us about your organization

We'll use this information to prepare a workshop tailored to your group.

Your name and role in your organization* This field is required.

Preferred contact method and contact information* This field is required.

Name of your organization* This field is required.

Address of your organization* This field is required.

Age range of expected attendees* This field is required.

Estimated number of attendees* This field is required.

Does your venue have a screen or projector that is large enough for all participants to see and is able to connect either through Screen Mirroring to an iPhone or an HDMI port from a laptop?* This field is required.

Review Our Policies

Please review the payment and cancellation policies below before submitting your inquiry.

Payment Policy — Individual Workshops

A $250 deposit (50%) is required to secure a workshop date.
The remaining balance is due at least 24 hours prior to the workshop, unless otherwise agreed upon in advance.
For organizations with policies that prohibit advanced payment, alternative arrangements can be made prior to booking.

Cancellation Policy — Individual Workshops

Deposits are fully refundable if cancellation occurs more than 30 days before the workshop.
Within 30 days, deposits are non-refundable.
Workshops may be rescheduled without an additional deposit.
If I need to cancel due to an emergency, the deposit will be fully refunded unless we agree on a rescheduled date.
If the balance is not paid in full prior to the workshop as agreed, I reserve the right to cancel the service unless a separate arrangement has previously been made.

Preferred payment method*

Payment will not be due until final schedule confirmation.

I have read and agree to the payment and cancellation policies outlined above.*

Inquiry Submitted!

Thank you for your interest. Stephen will review your inquiry and reach out to you within 1-2 business days to discuss availability and next steps.

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