Money across generations
From your first paycheck to your legacy, one free workshop the whole family can learn from together.
Educational only. Nothing is sold at this event.
I’ll come to you: hosted at a location of your choosing anywhere in the DMV metro area or Western Maryland (Frederick, Carroll, and Washington Counties). Available virtually everywhere else.
What your family will walk away with
A practical, judgment-free look at the financial decisions every generation faces explained once, together, instead of one confusing conversation at a time.
Employer Benefits
Getting the full value out of a workplace plan, match, and often-overlooked perks.
Paying Off Debt
Two proven payoff methods, and how to choose between them.
Emergency Reserves
How much is enough and where to keep it.
Investing Basics
Account types, tax treatment, contribution limits, and choosing an allocation.
Retirement Transition
Social Security, Medicare, and the questions worth asking before you retire.
Retirement Income & Taxes
Turning savings into income, and keeping more of what you've built.
Estate Planning
The documents every adult needs, regardless of net worth.
Who's It For
What It Isn't
Families: parents, adult children, grandparents. Ages 18 to 80 are equally welcome, and no financial background is expected. If your family has more than one generation in the room, this workshop was built for that exact conversation.
It isn’t a product pitch, a timeshare-style seminar, or an hour of being sold to. It’s a straightforward, educational session. The only thing you’ll be offered afterward is the option of a free, no-obligation conversation if you’d like one.
What to expect
A relaxed 45-minute session built around real conversation, not a slide-by-slide lecture.
A Guided Walkthrough
We cover all seven topics in plain language, with real numbers and no jargon
A Small Group Activity
Families work through a relatable, fictional scenario together, applying what they just learned.
A Worksheet to Take Home
A short reflection tool to help your family name your own values, priorities, and goals.
If it's useful, we would love to keep talking. If not, keep the worksheet.
At the end of the workshop, you’re welcome to take a card and, if you’d like, book a free 30-minute consultation to talk through your own family’s plan. There’s no cost, no obligation, and no follow-up if you’d rather not.
That’s the entire offer. Everything else in this session is yours to keep, free, whether or not we ever speak again.
How it Works
Format: A 45-minute session, in person or virtual
Group Size: Best for 10–25 attendees, though flexible