Community
Corporate Training &
Financial Wellness Programs
Helping Employees, Students & Communities Build Real-World Financial Confidence
Corporate Financial Wellness Workshops • Youth & School Financial Literacy Programs
Who We Serve
We partner with:
• Corporations
• Schools & Districts
• Colleges & Universities
• Workforce Development Centers
• Nonprofits & Youth Programs
• Government Agencies
• Community Organizations
Southern Social Collective
Implementing simple financial systems
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June 2025
What We Do
1. Corporate Financial Wellness Workshops
Supporting employees with practical tax & money education.
Topics include:
• Understanding your paycheck
• W-4, taxes, withholding
• Quarterly taxes & 1099 income
• How to avoid overpaying the IRS
• Budgeting + financial organization
• Reducing financial stress
• Year-end tax readiness
Best for:
HR teams, DEI programs, Employee Resource Groups,
Professional Development Days
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2. Youth & School Financial Literacy Programs
Teaching real-world money skills for teens & young adults.
Topics include:
• How to read a paycheck
• First job money basics
• Taxes at 16–18
• Saving & budgeting
• Money habits
• Entrepreneurship 101
Perfect for:
High schools, youth groups, after-school programs, career days, summer programs
Self Care Festival Panelist
July 2025
Why Organizations Choose Us
Why Partner With Us:
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Engaging, relatable, and easy-to-understand financial & tax education
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15+ years in the financial services industry
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Practical, real-world strategies-not textbook theory
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Programs tailored to your organization, cohort, or audience
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Virtual and in-person workshop options available
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Proven frameworks and educator-led content designed to build confidence and action
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Popular Workshops
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Organizational & Business Workshops
(For nonprofits, cohorts, accelerators, and business organizations)
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Audit-Proof Your Business Workshop
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Business Money Systems Workshop
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Taxes Made Simple Workshop
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Contractor vs. Employee Classification
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Financial Readiness for Business Owners & Entrepreneurs
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Community & Family Workshops
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Funding Your Future: FAFSA & Financial Planning
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Tax Readiness for W-2 Employees
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Money Organization & Financial Foundations
School & Youth Workshops
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Money Skills for Teens
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First Job: Paychecks & Taxes 101
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Life Skills: Banking, Saving & Spending
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Teen Entrepreneurship Basics
Southern Social Collective
Desoto Chamber of Commerce
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July 2025
Past Partnerships & Experience
Experience Includes:
• Southern Social Collective
• PreCollege Solutions
• Trinity Basin Preparatory School
• Audit Proof Your Business for Small Business Owners Masterclass
Contact
Get in touch to learn more.
