Financial Workshops
We offer classes to give you a broad introduction to the many different areas of personal and business finance.
If you think financial education is expensive, try financial ignorance”
The topics are:
Introduction Finances :This class is an introduction to basic concepts of Personal Finance. This is a free class,
{ Class Length: I hour– Class Cost: No Cost, Organization Cost: Click }
Cash Flow Management : This class is for individuals who want to learn how to manage their personal finances. Topics covered include analyzing spending habits, setting clear financial goals, learning different budgeting options, and debt repayment strategies. No previous financial education is needed.
{ Class Length: 4 hour– Class Cost: $50, Organization Cost:Click }
Introduction to Investment : This class teaches the basic investments. We discuss strategies and their applications in your portfolio taking into consideration your risk tolerance, time horizon and financial objectives. This class also introduces investment vehicles such as stocks, bonds, mutual funds, Roth IRAs and other financial instruments.
{ Class Length: 4 hour– Class Cost: $75, Organization Cost: Click }
Introduction to Business & Entrepreneurship : This class is designed to introduce the foundational concepts, skills and challenges associated with entrepreneurship and business. Topics include: how to recognize and shape new ideas and business opportunities, business plan development, business start-up, management, team-building, market strategies, leadership, and innovation.
{ Class Length: 5 hour– Class Cost: $100, Organization Cost: Click }
Home Buyer & Intro Real Estate Investing: This class offer first time home buyers information to make smart financial decisions before purchasing a home. Topics range from managing credit scores to setting a budget and saving for a down payment. The class also introduces Real Estate as an investment strategy.
{ Class Length: 5 hour– Class Cost: $125, Organization Cost: Click }
If you have questions about these or other services, please contact Stratela for more information or to schedule a consultation. We will provide an initial conversation and consultation at no charge, other than travel expenses if needed.