Educational Workshops

To grow, one must first learn. At MWWM, we believe education is key to growing wealth. Our team hosts virtual workshops to share fundamental knowledge and collective wisdom with our clients and communities.

The Life Milestones series focuses on preparing you for major moments of change. Sessions will help you navigate life events with confidence and ease. We offer frameworks and considerations and invite attendees to share their personal experiences.

The Financial Wellness series brings together the fundamentals of investing and well-being. These sessions will build personal finance knowledge and consider what’s most important to YOU. These sessions encourage small changes to improve financial and personal wellness over time.

Sessions are available upon request for a minimum of 3 attendees.

Plan your session by emailing Liza.McDevitt@raymondjames.com.

Life Milestones Series

Buying a Home

Thinking about buying a home?

Whether your home purchase is "right around the corner" or "way down the road," this session will provide you helpful insights on topics like…

  • How do I figure out what I want in a home?
  • How much home I can afford?
  • What is the process to get a mortgage?

Starting a Family

Thinking about kids? Baby on the way?

This workshop will provide insights on how growing your family might impact your finances. We will explore topics like…

  • What expenses should we plan for?
  • How should we approach saving for education?
  • If something happened to me, how can I make sure my kids are taken care of?
  • How do kids impact taxes?

Changing Jobs

Making plans to change jobs? 

This workshop will provide helpful insights on topics like…

  • What should I consider financially as I’m making a career transition or job change?
  • How should I compare various job offers?
  • What should I do with my old retirement plan?
  • How do I navigate benefits enrollment with my new employer?

Planning for Retirement

What is your retirement savings strategy?

In the peak of your working years or planning for imminent retirement, this workshop is for you. We will discuss…

  • How do I know if I’m putting away enough?
  • What strategies am I leveraging now? Are there other things I could be doing?
  • How will I know I am ready to retire and can afford it?

Getting Married

Planning for your life together?

This workshop will provide you and your partner helpful insights on topics like…

  • How should we approach combining finances?
  • What roles should we play in family finances?
  • What do we need to do to make sure things are legally separated or shared?
  • Bonus Topic: How to think about a wedding budget!

Planning for the Unexpected

What would happen if you died unexpectedly?

Do you have the legal documents in place to have your wishes carried out? This session will explore what it means to have an estate plan, answering questions like…

  • Do I need a will, a living will, or a power of attorney? How do I create one?
  • Who is involved in estate planning and execution?
  • What considerations do I need to include in my estate plan?
  • What other ways can I prepare and protect myself for the unimaginable?

Financial Wellness Series

Personal Finance 101

How to manage your personal finances is not taught in most mainstream education curriculums, yet it is essential to your financial wellness.

This workshop explores six essential concepts you need to know to effectively manage your personal finances including…

  • Earning and Spending
  • Saving and Investing
  • Borrowing and Protecting

Investing 101

Are you curious about investing?

This workshop covers key investing concepts. It will provide foundational knowledge to help you make decisions that support your financial growth.

We’ll answer questions like…

  • How do I know I'm ready to invest?
  • Where can I start investing and how?
  • What should I consider investing in?