Childfree Wealth and Finances Workshop 

This came out of a need for mentors and coaches discussed in Childfree FIRE on Facebook.  The intent is to provide group coaching and support for Childfree individuals, couples and groups working on their financial plans (including FIRE).

12 Weeks – Starting 1/18 – Tuesday, at 5PM CST. 

Each session will be held via Zoom for approximately 1 hour.   

Limited to 15 participants 

No-cost, first come, first serve.  Please only sign up if you can be at 10 or more of the sessions.

Each week will have a topic.  (see list below).  The session will have a 20 minute overview on the topic, a 20 minute ‘hot-seat’ and a 20 minute open facilitated discussion (Q&A).  There is an expectation that each of the participants volunteer for at least one ‘hot-seat’.  The ‘hot-seat’ is a chance to dive in to your life and questions (around the selected topic).

Tentative topics (in order):

  • Cash Flow and Money Management (budgeting)
  • Goal Setting and Planning
  • Debt Management
  • Career Planning (including employee benefit analysis)
  • Small Businesses and Side-Gigs
  • Student Loan Repayment and Future Education Plans
  • Investing and Saving
  • Retirement including Social Security and Medicare
  • Insurance (life, disability, long term care, and more)
  • Tax Planning
  • Estate Planning
  • Caring for Others (elderly parents and other family members)

I will be the course host.  I’m Dr. Jay.  I Childfree and I’m a CERTIFIED FINANCIAL PLANNER™ who specializes in helping Childfree Individuals.  My PhD is in Adult Learning from the University of Connecticut. More about me at https://childfreewealth.com/about-us/

Have questions?  Email me at [email protected]

Disclaimer:  This workshop is for educational and entertainment purposes only.  This should not be considered personal financial or investing advice.