Why These Sessions Keep Running
Look, there's no shortage of financial advice online. But something happens when people sit in a room together and realize everyone's confused about the same things. That shared relief? It's powerful.
We started these workshops back in 2019 because clients kept asking similar questions during one-on-one consultations. Made more sense to bring everyone together. What surprised us was how much people learned from each other's questions—not just our answers.
The format's evolved based on feedback. Some sessions dive deep into specific topics like investing basics or debt reduction. Others are broader—general financial health checks. Most attendees come back for multiple workshops because their needs change over time.
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