Money Monday
Join us for Money Monday on the first Monday of the month through February 2024! You won’t want to miss this awesome class lineup. Registration is encouraged but not required.
Monday, October 2nd
Master Your Money: The 6 Essentials of Financial Freedom with Karen Neorr
This comprehensive workshop is designed to empower participants with the knowledge and tools they need to achieve financial independence and security. This class delves into six crucial pillars that form the foundation of a financially resilient life. Participants will embark on a journey to understand the principles of budgeting, saving, debt management, retirement planning, and security.
Monday, November 6th
Master Your Money: A Money Plan for Financial Freedom with Karen Neorr
In this workshop, gain control of your financial journey and pave the way to lasting financial freedom. In today’s dynamic world, understanding the crucial role of budgeting is the cornerstone of achieving your financial aspirations. This transformative workshop will provide you with the knowledge, practical skills, and toolkit to empower you to take charge of your financial present and future.
Monday, December 4th
From Debt to Prosperity: A Journey to Financial Freedom with Karen Neorr
In a world where managing debt is paramount to achieving financial freedom, this workshop equips participants with the strategies and insights needed to conquer debt and pave the way to a brighter financial future. Led by an experienced money coach, this workshop offers an in-depth exploration of effective debt management techniques, providing participants with actionable steps to regain control of their financial lives.
Monday, January 8th
Goal Setting: A New Year’s Resolution You Can Stick To with Karen Neorr
Turn your New Year’s resolutions into lasting achievements. This dynamic and practical workshop will equip participants with the skills, mindset, and strategies to set meaningful financial goals and see them through to fruition. Join us and embark on a path of purpose, progress, and prosperity in the year ahead.
Monday, February 5th
Retirement by Design with Guest Speaker, Alyse Ehrmantrout
Retirement Design class will illustrate how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.
Instructor Bios
Karen Neorr, Money Coach and owner of The Savvy Finance Coach is passionate about helping women transform their finances in order to live a rich and fulfilling life. With a fervent belief in the power of a strong financial foundation, Karen specializes in empowering women to become debt-free and take control of their financial destinies. Karen started The Savvy Finance Coach in 2019 after several years of personal finance transformation and education. Through personalized coaching sessions, interactive workshops, and employee wellness programs, Karen empowers clients with the tools needed to attain financial freedom.
Alyse Ehrmantrout, Financial Advisor: Alyse opened her financial planning practice in Sandpoint in 2016. Focusing on individuals who are committed to and engaged in their goals, she partners with clients to help guide them to and through a comfortable retirement. Since starting her practice, she has obtained both her Master’s Degree in Personal Financial Planning and CFP® certification, to ensure she is able to provide an exceptional client experience and personalized financial strategies. Topics covered in this class: your current situation, your retirement vision, defining your goals, working towards goals, taxes, preparing for the unexpected, and staying on track.
