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Crash Courses

We offer in-person and virtual trainings that include exclusive tools, and tactical, pragmatic content.

A typical crash course is one topic per hour and is ideal for 10-30 attendees.

Every crash course is built around three key principles

Personal

Our exclusive tools enable attendees to apply the content to their personal circumstances and experiences. 

Relevant

The skills and information in our crash courses align with the challenges and opportunities they are facing in the moment.

Action-Based

Attendees take action on the content during the crash course and also receive insight in to how they can take action after the crash course.

Personal Finance

Budget

Knowing how much money you have coming in and going out each month is the first step to financial freedom.

Taxes

From important documents to important deadlines we demystify filing your annual taxes.

Credit

One three digit number – your credit score – holds the power to how much you spend and earn.

Loans

Understanding the components of a loan and having a repayment strategy are key to saving your time and money.

Debt Mgmt

Debt can be an overwhelming burden. This crash course identifies the process and tools to elminate the financial and emotional strain debt can cause.

Retirement

While the days of living on a beach without a care in the world are far in the future, the time to start investing for them is now. 

Investments

Stocks and dividends, retirement accounts and 529s – there are a lot of ways to earn money on your money.

Professional & Personal Development

Resume & Cover Letters

A resume that quickly and clearly demonstrates your experiences and skills and a cover letter that articulates why you are the right candidate will set you up for a career of success and opportunity. 

Interview Preparation

First impressions are critical. We’ll prepare you for the perfect interview including you everything you need to know before, during and after. 

First Day Forms

Taxes and direct deposit, health insurance and retirement plans-your first day of a new job is full of forms. Understand how to make the best decisions for you and your situation. 

Appropriate Work Attire

You’ve heard “Dress for the job you want, not the job you have” but deciding what’s appropriate and not for work isn’t always clear. We review a few key principles to make sure you always look the part.

Presentation Skills

A well-delivered presentation can unlock opportunities and enhance your perceived competency and confidence. A few key tricks and tips can make all of the difference. 

Professional Voice

Knowing when and how to speak up, both in a meeting and with your boss, can be overwhelming and nuanced. We’ll provide tactical steps to having a voice and using it with purpose in the workplace.

Time Management

Balancing your personal and professional responsibilities and relationships can be overwhelming. Use our exclusive Design Your Time Tool and learn some tips and tricks to manage it all. 

Home & Health Care

Housekeeping

Whether it’s your place or your clothes, knowing how to keep it all clean is important. We’ll tell you how to create a schedule that works for you and keep up with it all. 

Basic Maintenance

Now that you have your own place and things, it’s up to you to keep it all in working order. From patching holes in the wall to checking your tire pressure to unclogging a drains, we’ll empower you with the basic skills you’ll need.

Cooking Basics

We’ll help you get equipped, plan a meal and even prepare a few staples to make the daunting task of making dinner (every night!) an effortless event. 

Personal Insurances

Whether it auto and home or life and renters, understanding the requirements and coverage options can save you stress and money. 

Doctor's Appts

From finding a doctor, to scheduling an appointment and paying for it, we’ll go over every step in the process so you are prepared and confident.

Preventative Care

Now that you’re an adult, you’re responsible for taking care of your body and health. Know who you should see and how often to maintain your good health and establish a baseline. 

Medical Emergencies

Injury and illness can occur without warning but you can take a few steps today to make sure you’re prepared for it and have a faster, easier recovery. 

Health Insurance

Deductibles and co-pays, in-network and out-of-network – there are a lot of terms and scenarios you’re unfamiliar with. We’ll help you wade through it all, with both your wallet and health in mind. 

Missing something?

 

Did you come with a specific topic in mind but don’t see it above? Send us an email to request a crash course on a custom topic. 

9 + 8 =

Testimonials

“The material presented was very beneficial to help one best prepared for life after college and that you provided great responses to questions. In addition, your course brought curiosity to myself that drove me to want to learn more about taxes”

Derek S. | College Student | John Carroll University