financial education workshops

The Wealth Engineer (ABG Financial Services, Inc.) is a registered investment adviser based in Atlanta, Georgia, focused primarily on retirement planning. Since 1984 it has crafted structured retirement and investment programs and offers individual and corporate financial planning, structured investments, and a Financial Success Workshop Series built around the 4 Stages of Money: Earn It, Invest It, Use It and Pass It On.

investment managementretirement planningstructured investment programs

The Boujie Budgeter® is a financial literacy educator for Gen Z and young professionals, founded by Mykail James, MBA. It works with universities, colleges, and corporations across the nation to create custom financial education workshops, and offers speaking engagements, panel discussions, and blog content on budgeting, credit, FinTech, cybersecurity, and career advice.

content creationpanel discussionspublic speaking

Founded in 2024, Debt FREE Coaching, LLC is a provider of comprehensive debt consulting services committed to empowering individuals to navigate financial challenges and become debt-free. It offers tailored solutions, debt consolidation, creditor negotiation, credit counseling, budgeting assistance, financial education workshops, and monthly online training.

budgeting assistancecredit counselingcreditor negotiationdebt consolidationdebt consulting

Dovetail Mortgage is a mortgage broker based in Braintree, MA, with a combined 50 years of experience as brokers and lenders. It helps clients navigate the lending market, compare options, and build a financing strategy for home purchases and refinances, emphasizing communication, transparency, and ease. The company also runs the Dovetail Financial Empowerment Initiative, offering free financial education and homebuyer guidance across Massachusetts.

home purchase financingmortgage brokeringrefinancing

Financial Fluency provides financial education and empowerment services, including workshops, keynote presentations, and one-on-one coaching. It is a NYC DOE vendor, NJ certified Veteran Owned business, and NYC & NJ M/WBE certified business, founded by Krystle Gladden, a Certified Financial Education Instructor with an MBA in Accounting. Services aim to help people budget, save, eliminate debt, improve credit, and invest.

in-person and online sessionskeynote presentationsone-on-one financial coaching