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

Thousands of employees educated … and counting!

Let’s Schedule Your Course

 

All courses can be delivered virtually or in person and 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.

 

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.

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

Workshop List

 

Download workshop list

MEET Casey

She is a translator of complex ideas.

She's an entrepreneur, speaker, and award-winning professor.

After 12 years on Wall Street, she founded The Orchard Method to teach wealth building in a simple, practical, and accessible way.

Her work has been featured in classrooms, boardrooms, government agencies, and on stages around the world.

She believes ordinary people can build extraordinary wealth. 

She believes your twenties are the most powerful financial decade of your life. 

She believes it doesn’t matter what you earn; it matters what you DO with your money. 


My Image

DOWNLOAD SPEAKING TOPICS & INFO