This group will provide members with practical financial knowledge: Knowledge that will help them improve their relationship with money.  Knowledge to help them use money as a tool for living a more meaningful and fulfilling life.

Two of the goals are to take members behind the scenes and show them how Wall Street really works, and to help them explore how their unconscious decisions affect their financial health.

We will host workshops on a variety of topics to broaden your understanding of how finance works in the real world.  (We will avoid being technical and theoretical).  Workshops will consist of presentations and hands-on exercises.  There will also be other educational and social events, where other professionals will help members explore the interaction of money with other areas of our lives.  We hope attendees will walk out of the workshops with a greater desire to change their lives for the better.

In all regards, the purpose is purely educational and strives to help you adapt fiscally healthy behaviors.  William Pitney and professionals from other fields will be the primary hosts for the workshops and classes.

William has planned several fun and insightful workshops in Foster City and Santa Rosa.  One of the most powerful workshops will help you clarify your True Purpose for Money (TPM).  By knowing your TPM, you will no longer be subjected to artificially imposed criteria or arbitrary benchmarks that have no personal meaning.  Instead, your TPM will give you a very personal basis for measuring your progress.

All sessions will have a lesson plan and attendees will usually receive a workbook or other learning materials.  To cover the cost of the learning materials, there may be a charge of up to $21 per attendee.  When there is a charge, we will list the actual amount on the RSVP.

Keep a look out for polls and other invitations to help the group determine other topics you would like to explore.

In the meantime, there are a number of a number of beneficial tools and articles posted on my web site.  While there, you can sign up for my free newsletter and connect with me on Facebook, LinkedIn and Twitter.

I am looking forward to helping you clarify your True Purpose for Money and sharing practical insights.