Two-hour Workshops (delivered Live and/or Remotely)
Family Finance Workshops
- Family Life Cycles, Finances and Goals
- Cognitive Biases
- Build, Automate and Visualize Your Budget
- Credit Scoring
- Dealing with Debt
- Expect the Unexpected
- Student Loans
- Social Security and Medicare
Retirement Finance Workshops
- Transitioning from Accumulation to Decumulation
- Retirement Mindsets and Behaviors
- Funding Retirement with Unknown Longevity
- Present Values, Floors and Upsides
- Bonds, Ladders and TIPS
- Retirement Product Classes
- Target Date Funding
- On Returns and Risks
Special Topic Workshops
- Finance Amidst a Pandemic (also as Video)
- Refocus on Your Expense Report
- Social Security Calculations
- Individual Retirement Accounts (IRAs)
- Interpreting Financial Reports
- Calibrating Subjective Beliefs
- Consumer Price Indices and COLAs
- Finance Risks in Post-Covid Decade
— NEW Webinars or Workshops (OPEN to all, by arrangement)