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FOR YOUR TEAM

 

Empower Your Team with Financial Confidence and Wealth-Building Skills

Engaging, customizable, and enjoyable financial literacy courses and workshops designed to help your employees build strong financial roots and make smarter money decisions.

 

GIVE YOUR TEAM THE GIFT OF FINANCIAL LITERACY

Prefer to email? casey@your-orchard.com

60 MINUTES

Build Wealth

The subtle and uncomplicated way

Do you want to make the most of your earnings? Learn how to save for retirement, minimize taxes, manage debt wisely, and harness the power of smart investing to grow your wealth. Through practical lessons and actionable strategies, you'll discover how to take control of your finances, prioritize savings, and make every dollar work harder for you.

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60 MINUTES

Investing 1

Everything you need to know in one 12-word sentence

Do you want to grow your wealth? If so, you must be investing. You don’t need to know everything there is to know about investing to start, but there are certain things you must know. Learn the basics of automating, dollar-cost averaging, diversification, fee structures, and asset mix. 

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60 MINUTES

Investing 2

The tools you need to start investing today

Are you ready to start investing? In this session, we will go through the logistics of opening an account, funding it and buying suitable assets. When you’ve finished this course, you will:

  1. Be able to choose the investment institution that suits your needs best
  2. Know what type of account is right for you
  3. Have an understanding of what to buy and how
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60 MINUTES 90 MINUTES

Debt

A tool or a tyrant?

Explore the dual nature of debt so you can stop letting it be a tyrant to you. Learn how to leverage debt as a powerful tool to achieve financial goals while avoiding the pitfalls that can make it a burden. From understanding interest rates and credit scores to managing student loans and credit cards, this course provides practical strategies to take control of your debt and use it wisely. Empower yourself to make informed decisions and ensure debt works for you, not against you.

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60 MINUTES 90 MINUTES

Taxes

Our heaviest financial burden

Uncover the true impact of taxes on your financial life and learn how to lighten the load. This course breaks down complex tax concepts into clear, actionable insights, covering how different types of earnings are taxed (passive-active), how our investments are taxed, tax-advantaged investment accounts, the progressive tax system and how you can plan smarter. 

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60 MINUTES 90 MINUTES

Real Estate Investing

Building wealth brick by brick

Discover how real estate can be a powerful vehicle for financial growth. From understanding property types and financing options, to leverage, liquidity and how real estate behaves in an inflationary environment, you'll gain the tools you need to see if investing in residential real estate is right for you. Learn strategies for generating passive income, building equity, and diversifying your portfolio through real estate.

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3 HOURS

Mastering the Basics of Investing

Are you curious about investing but unsure of how to begin? Whether you’re a complete novice or looking to build on prior knowledge, join us on this course to kickstart your investing journey. This comprehensive course is designed to take you from a curious observer to a confident investor. You will learn practical skills and strategies to make informed investment decisions tailored to your financial goals and risk tolerance.

You’ll uncover:

  • What you need to do before you start investing
  • Prevailing myths and how to bust them
  • Why investing is essential to building wealth
  • What, where, and how to invest – simplified
  • What type(s) of accounts(s) are right for you
  • Our 12-word sentence that explains it all
  • A chance to map your money future with confidence
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All courses come with  unlimited 1:1 follow-up conversations with any of your team members via Zoom, email or telephone and access to office hours once per month.

3 HOURS

Build Your Empire

without burning out or selling your soul

Shift your focus from just earning more to earning smarter and growing your wealth strategically. This course dives into the key drivers of net worth—reducing debt, increasing assets, and making smart financial decisions. Learn how to invest in income-generating assets and avoid common misconceptions that drain your finances. 

You’ll learn:

  • The difference between assets and liabilities and why wealthy people buy assets
  • The importance of diversifying your earnings stream
  • How expensive debt can be
  • The three nets – net savings, net pay and net worth
  • How taxes and other deductions affect your financial situation
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Casey was a wonderfully articulate teacher who used a customized, easy to grasp presentation format. She made financial literacy an engaging lecture that left everyone in the room with newfound confidence and understanding about how to think clearly and realistically about future earnings and debt management. We highly recommend Casey and Wealthology!

- Jim Henry, Head Swimming and Diving Coach, Yale University & Alexis Katz Co-Chair Career Development, Yale Swimming and Diving Alumni Association

Casey has a passion for financial wellness that is extraordinary and limitless. Selflessly guided and motivated to raise the status quo on financial wellness through education. She brings a wealth of experience to every course she creates from her time working on Wall Street to the last student she spoke to. I would recommend her with confidence to any project she commits to.

- Kush Kotecha, VP of US Strategy and Initiatives, Prudential

I have known and worked with Casey for more than 20 years and we have discussed everything from the most sophisticated financial products and concepts to the most basic. I have never met anyone who has as good a grasp on what young people should be doing with their personal finances as she does.

- Dave Goldenberg, President and CIO, Cove Capital Management

The information Casey from Wealthology shared with our MBA students should be considered mandatory learning for all students and young professionals. 

- Assistant Director, Heilbrunn Center for Graham and Dodd Investing Columbia Business School

Let’s Schedule Your Course

 

All courses can be delivered virtually or in person and can be scheduled based on your team's availability.

If you’re interested in organizing a session for your team, please email us at casey@your-orchard.com or fill out the form below and we'll get right back to you.

 

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