THE WORKSHOPS

 

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Financial Grownup workshops are all customized and curated to fit the needs of your organization. They incorporate financial grownup stories and lessons from the role models in Bobbi's best-selling book How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom along with new interviews she is always adding like these to grab the audience's attention and keep them engaged. Bobbi will also include customized content from your organization. 


THE #FOMO WORKSHOP

Just because you like latte’s and avocado toast, doesn’t mean you can’t have financial freedom. For recent graduates and students, Bobbi will discuss what you can do before graduation, and after, to balance having a life with meeting money goals.  It’s not just about student debt, savings and investing, and career choices. Learn how investing in your health can boost your finances, strategies to deal with FOMO and pressure from friends to spend money, and even how to afford the clothing you may need once you get that first job, and more. 

HOW TO BE THE CFO OF YOUR FAMILY

Money is messy and someone has to tidy up. Learn the basics of household financial management and how to clean up when things go off track. We’ll focus prioritizing and streamlining family finances, as well as choosing the right tools and apps to get you there. We’ll also talk about the best ways to encourage financial honesty in a relationship, and strategies to decide the best way to handle joint financial decisions- including when you don’t agree. 

THE "F" WORD WORKSHOP

Fun Financial Fix me-ups. This is all about easy. Tips and tricks to stretch you buying power and optimize your money game plan. We go over simple things you can do IMMEDIATELY that will put more money in your wallet, find new ways to save without feeling a pinch. Money making ideas that won't crush your life, plus the best apps to make the most of what you have.  Smiles and a few giggles guaranteed. 

THE FINANCIAL WELLNESS WORKSHOP

Money is stressful- especially when you ignore it. So many of us don't know where we stand or what we should be doing. This workshop focuses on the basics, along with financial wellness tips to keep us focused and engaged.  Bobbi goes through a checklist of financial priorities to get a benchmark of where you are and help you map out where you want to go. 

THE +1 WORKSHOP: WHEN BABY MAKES A NEW COST CENTER

Kids are priceless but can do a lot of damage to our bank accounts. Parents-to-be and new parents need a roadmap to make sure they have a plan. We'll talk about what insurance you may need, making a will, starting to save for college, and have tips on saving money along the way.