As a Certified Financial Education Instructor (CFEI®), National Social Security Advisor (NSSA®), and Certified Estate Planning Coach, Donna brings education-centered guidance to families and organizations. The goal is simple: help people understand their options before making important financial decisions.
Customized financial education curriculum can include saving, budgeting, credit, debt, insurance, risk management, income, financial psychology, entrepreneurship, retirement income, Social Security, estate planning basics, and other topics tailored to the needs of businesses, organizations, churches, and community groups.
Sample Workshops:
- Financial Foundation
- Debt Elimination and Budgeting Basics
- Credit Profile and Family Money Talks
- Road to Retirement
- Understanding Insurance
- Investing Basics (general financial education only)Educational only; no individual investment advice. DB2 Financial Services does not offer securities or investment advisory services.
Where We've Taught: schools, churches, businesses, military groups, women's homes, and jails and detention centers.
Educational Workshops & Custom Curriculum
Educational Seminars: Retirement Income Planning, Taxes in Retirement, The Truth About Annuities, and Estate Planning Essentials.
Custom Financial Education Curriculum: Flexible educational sessions designed for businesses, churches, organizations, employee groups, and community programs.
Popular Topics:
- Understanding Insurance: the different types and how they work (a past workshop for school teachers)
- Retirement Planning
- Budgeting & Getting Out of Debt
- Financial Psychology: understanding money in marriage, great for engaged and newly married couples
- Wants vs. Needs (kids and adults): hands-on activities like a “mission to Mars,” where you can pack only so many items and must decide what you truly need
Also Available: Saving, Credit, Risk Management, Entrepreneurship, Financial Wellness, and more.
All Ages: more than 150 lessons available: over 75 for youth (pre-kindergarten through 8th grade) and over 70 for adults, with age-appropriate, hands-on activities for children.
Tailored to You: every workshop can be adapted to fit your audience, from basic to advanced, and your time slot, from a 1-hour class or lunch and learn to a full-day workshop. Donna also creates custom workshops built around your group's specific needs.
Community workshops are offered on a limited basis as our schedule allows.
Attended one of our workshops? Book a complimentary conversation to apply what you learned to your own plan.
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