Workshops That Simplify Investing & Engage Employees
Eryn Schultz is a sought-after speaker who’s shared her expertise with teams at Amazon, LinkedIn, and top business schools like Harvard and Stanford. She takes tricky topics like investing and breaks them down into simple, bite-sized pieces.
Our Programs Answer Questions Like...
Our corporate workshops are thoughtfully crafted to empower you and your team with answers to the most important questions about investing and financial planning
How Should I Use My Bonus?
What’s the smartest way to use my bonus—pay off debt, save for a house, or something else?
How Much Do I Need to Retire?
How much should I be saving for retirement—and what should I do with my old 401(k)s?
What About Equity Comp?
What’s the best way to handle company equity — and is it worth working with an advisor?
What Should I Handle First?
I know I need to get a handle on my finances, but what should I actually do first?
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Our Example Workshops Include...
Smashing Your Money Goals
Framework to help individuals prioritize financial goals.
Understanding of when to buy off debt, when to buy a house, when to save cash.
Exercise to calculate your current retirement savings percentage
Investing in Volatile Markets
The basics of investing in index funds versus individual stocks
The perks of a buy and hold strategy and why you cannot time the market
How Target Date Funds work—and why they’re the default in many 401(k) plans
Navigating Student Loans
Frameworks for deciding when to pay student loans off quickly and when to go slowly
Overview of Federal programs to reduce student loan payments and receive loan forgiveness
Understanding the tradeoffs behind major financial choices
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We’re fellow women navigating student loans, investment decisions, and family dreams together — and we promise to share only what’s relevant and useful for us and our circle.
