FINANCIAL SERVICES
"I am in a way better place financially than I have ever been. You have really transformed my life."
— Greg Gorman, Chiropractor
WORKSHOPS for GROUPS
The following are Kathryn’s most popular workshops. She can also create a workshop around your topic.
Bring Kathryn Amenta’s powerful and practice financial management expertise to your group. She offers groups workshops on a variety of topics. Generally 3 hours in length, workshops can be customized to your group. To engage Kathryn Amenta for a workshop, please call 415.333.6972.
Budgeting Basics
Kathryn Amenta has distilled the essence of her cash flow management system into a practical and motivating 3-hour workshop. Members of your group will acquire essential skills for managing the precious money they earn and effectively managing their credit. They will learn the steps to create a savings safety net and to direct money toward their future. Budgeting Basics gives individuals the tools and confidence to prosper, even in a challenging economy. This workshop is ideal for teens to seniors, newly weds or couples planning marriage, recent divorcees and retirees.
- Gain skills to create a budget that supports your lifestyle
- Refresh and build on your budgeting skills
- Get an overview of your debt and savings needs
- Understand the successful strategy for managing debt today
- Set goals for a positive financial plan
- Create action steps toward your future
Kids and Money
Today’s challenging economy demands that we prepare our children—and ourselves—to skillfully manage our financial lives. This workshop for parents can be customized for any group of children—from 4 years old to teens. Learn powerful money management techniques that bring life-long benefit. Become a role model for successful financial living. Help your children become financially responsible adults that:
- Manage their money and use credit cards wisely
- Understand how purchasing decisions impact their lives
- Practice positive financial problem solving
- Live skillfully within their means in any economy
- Help fund their college education
- Don’t expect a financial handout from you
- Create savings to fund their future
Get Together Over Money
Even the most loving couples can lash out or retreat from each other when money conflicts surface. Learn powerful new skills that make money a springboard for deeper connection. Strengthen your bond and build your future together. Learn to:
- Find a common money language and experience fewer money arguments
- Help each other uncover money secrets and agree on actions to recover from financial problems
- Understand each other’s money behaviors and support each other’s growth
- Create a shared cash flow plan
- Manage the stress together of living in a challenging economy
- Make independent choices together
- Work toward your dreams together
Emotional Money in Business
Getting clear about your bottom line involves more than balancing receivables and payables. Understanding the impact of your personal money behaviors and underlying money emotions enables you to take greater control and grow your business. This powerful workshop is ideal for sole proprietors, partners, corporate managers and executives. Learn to:
- Analyze behaviors and beliefs limiting your profitability
- Understand how your money beliefs influence your decision-making
- Create a safety net in this challenging economy
- Create a financial plan that partners can co-manage
Healthy Holiday Spending
Plan a magical holiday within your financial means. With a few strategies, you can deepen the meaning of your holidays without feeling the stress of the economy or going into debt. Learn to:
- Create a gift plan that includes family and friends
- Plan adequately for parties, decorating and hostess gifts
- Identify the emotional triggers that influence your purchasing habits
- Use your creativity to produce no-cost or low-cost gifts and rituals
Create a Home-based Business
Launch your new business right by focusing on essential financial issues. You may not need a formal business plan, but you do need some essential financial planning. Learn the value of:
- Analyzing your market and the value you bring your customers
- Separating your personal finances from your business finances
- Creating an ongoing business spending plan
- Evaluating the impact of your lifestyle habits on your business finances
- Using credit wisely to grow your business
- Drawing adequate income and contributing to your retirement
- Creating security in a challenging economy
Saving for Retirement
Get clear about how much money you will need to fund your intended retirement lifestyle. It is never too late—or early—to start saving for your retirement. Learn to:
- Analyze your lifestyle priorities and shift them as needed
- Understand the impact of your savings and debt
- Create retirement savings even in a challenging economy