Mocha Money Meet Up's
Let's Talk About It!
Grab a cup of coffee (or tea) and your favorite notebook to join me and special guest speakers for a conversation about money.
This year's theme is, "The Blueprint" What have you been called to build or create that will impact your family and community for the glory of God? Is it a more stable financial life, a business, or generational wealth? Join us as we discuss these topics and more.
Sessions will be held virtually on the following dates:
February 6, 2021- Planning for Wealth and Retirement
March 6, 2021- Legacy and Passing on Generational Wealth
April 3, 2021- Estate Planning 101
May 1, 2021- Student Loans
June 5, 2021- Millennials and Money
July 17, 2021- Millennials and Money Part 2: A Multi-Generational Conversation
August- No Session
Values-Based Investing Series:
September 25, 2021- Values-Based Investing Basics 101
October 23, 2021- Values-Based Investing Basics 102
November 6, 2021- Money Personality and Core Beliefs About Investing
December 4, 2021-Setting Values, Intentions, and Goals for Investing
January 29, 2022- Trading Basics
Values-Based Investing Series
The Values-Based Investor course consists of 5 sessions that will teach you everything you need to know to start making your money work for you based on your unique money personality type and values.
What You Will Gain from This Course:
+ The confidence and knowledge to invest your money and have it start working for you. No prior investing knowledge necessary!
+ Clarity and confidence to make your first investment.
+ An understanding of your risk tolerance for investing.
+An understanding of your money personality type and core values about investing and wealth.
+ An understanding of values-based investing, investment options, how to choose and open a brokerage account, and how to maintain your investment portfolio.
+ An understanding of trading.
+ An accompanying workbook and recording of each session for your personal library.
++ Bonus, complimentary Financial Blueprint workbook.
How It Works:
+ 5 LIVE Zoom classes with me and Roberta Keller, CEO of Alexis Advisors from 10am to 11:30am EST on Saturday’s beginning in September 2021.
+ Register at www.keyfinancialsolution.com and choose the Values-Based Investing Course under the Mocha Money Meet-Up tab. This course is being sold as a package only for $60.00 *Disclaimer: This course is designed for informational purposes only and does not guarantee success in investing or trading. No recommendations regarding personal investment/trading strategies will be made during the course by Key Financial Solution, Inc. or Alexis Advisors.
What You Will Need:
Once you have registered you will receive a link to take two (2) assessments BEFORE the course begins
Money Personality Type Assessment (New Customers Only)
Personal Risk Analysis Assessment (Everyone Must Take This One)
Create a Budget. A Blank Template Will Be E-mailed After You Register
Your Workbook Will Be E-mailed the Day Before the Course Begins
September 25th, 2021- Values-Based Investing Basics 101
Instructor-Roberta Keller, Founder/CEO, Alexis Advisors
What is investing versus saving?
Compounding - What is it, and why it matters.
Classic investing versus values-based investing
Types of Investments - stocks, bonds, commodities, crypto
Risk versus reward - Bull and bear markets
Defining your risk tolerance - Activity (Risk Tolerance Questionnaire)
Allocating according to your risk tolerance
October 23rd, 2021- Values-Based Investing Basics 102
Instructor- Roberta Keller, Founder/CEO, Alexis Advisors
Account types (IRA, 401k, Roth)
How to setup an account
Researching investments - what to look for (ETF, mutual fund, stocks, fees) - Activity
How much should you save - short-term saving vs long-term investing (review budget)
*Bring Your Budget, 401k and/or Investment Statements.
**Question: Based on your budget, how much can you afford to contribute to investing? If you are not able to start contributing, refer to your workbook for what you can do to prepare.
November 6th, 2021- Money Personality Type and Core Beliefs About Investing
Instructor- Salathia Johnson, Founder/CEO, Key Financial Solution, Inc
Discover Your Relationship to Money and What it Means to You
Uncover Your Beliefs About Investing
*Bring Your Money Personality Type Assessment
December 11th, 2021- Setting Values, Intentions, and Goals for Investing
Instructor- Salathia Johnson, Founder/CEO, Key Financial Solution, Inc.
The Value of Stewardship
Mapping Out Your Financial Blueprint for 2022- *Complimentary Financial Blueprint Workbook.
January 29th, 2022- Trading Basics
Instructor- Roberta Keller, Founder/CEO, Alexis Advisors
Understanding the basics of trading and how it works.
HOST A MONEY CONVERSATION
For Your Family and Friends
Invite the special people in your life for a time to gather and discuss a financial topic of your choice. Each event will include a fun, money personality type card game, and a discussion around one of the following: Earning/Under-Earning, Credit and Debt Management, Saving, Giving, and Protecting Your Assets. You can choose to host all 5 sessions too! The choice is up to you!
Here's What You'll Need to Do in 3 Easy Steps:
1. Contact Salathia to book a date, time and event topic. *Cost per event and includes materials.
2. Decide on the location. This is your party, so make it as simple or lavish as you like. You may want to host an event in your home, restaurant, library, or other public/private space.
3. Invite your guests.
Money Personality Type card game included with event topic of your choice.
1. Earning and Under-Earning
2. Credit and Debt Management
4. Giving (Philanthropy)
5. Asset Protection
Plan for 3 hours. This gives you and your guests time to grab a snack, get settled, play the card game, and participate in a facilitated discussion around the topic of your choice. If you plan to host future sessions with the same group of people, 2 hours is all the time you'll need because we will not have to play the card game.
Your guests can expect to leave with tips, tools, strategies, and resources to help them achieve their financial goals based upon their values.