Workshops for Families and Clients

My workshops are fun but intensive half-day or full-day sessions depending on the workshop format. The most popular worskhop is the "What You Need to Know" workshop on preparing families and adult children for the time when they may need to be in the role of financial caregiver. These workshops have been designed to be engaging and participatory. We'll spend time on exercises created to inspire family communication about money - often for the first time - and I'll provide coaching on how to take action on the plans that you will develop during the course.

Want to schedule a workshop for your client families, community, or association? Fill out the Workshop Request form below.


Workshop Fees

Half-Day Workshops (Approximately 3 hours)

  • $150 per household (up to three family members)
  • $50 per additional household member
  • Minimum of 10 households required

Full-Day Workshops (Approximately 6 hours)

  • $225 per household (up to three family members)
  • $75 per additional household member
  • Minimum of 10 households required

Sponsor is responsible for facility costs and food or beverage costs.

Workshop Offerings
What You Need To Know Get A Grip

This workshop is designed to equip families with a thorough understanding of the responsibilities of being a financial caregiver. Exercises to help initiate conversations, define roles, and express the parents' wishes make this a very interactive workshop. Click for workshop outline.

This workshop is for busy Boomers who feel overwhelmed by the demands on their life and a loss of control over their money. Beginning with a Self-Assessment, the workshop follows a baseball diamond visualization of money control ending at Home Plate. Click here for workshop outline.


This workshop is good for

  • Adult children who are already responsible for an aging parent's finances.
  • Adult children with independent but aging parents, and concerned about their parents' preparedness for the future.
  • Older parents who want to educate their adult children about their finances and plans.

This workshop is good for

  • Boomers not working with a Certified Financial Planner (CFP).
  • Boomers in Sandwich Generation families.
  • Single Boomers (including divorced or widowed) who need a crash course in financial planning.


All participants receive a 100+ page workbook.

In addition, Wealth & Honor Academy members also receive follow up email consultations, as well as other benefits.

Workshop Request Form

Complete the form below to request a workshop for your clients, group or organization.
Contact Name*  Email Address*
Contact Telephone* Sponsoring Organization or Group Name*
Sponsor Type Sponsor Address:
Households Expected: Length of the presentation: Venue description:
  Half Day Full Day  
Workshop Title: Date of the Event*  Enter as mo/da/year or "unspecified"


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