Savings and Investments 101:
A Practical Guide to Building Wealth


  • Presentation Length: 60-mins (includes 10-min Q&A)
  • Participant Numbers: 30-500+
  • Virtual and In-person options available
  • Sessions can be recorded for internal use


Building wealth is a key goal for many individuals, and savings and investments are important tools for achieving that goal. However, with so many savings and investment options available, it can be challenging to know where to start.

In this session, individuals will learn about practical techniques for saving and investing, such as setting financial goals, creating a budget, and exploring various investment options. They will also learn about the benefits and risks of different investment vehicles, such as stocks, bonds, and mutual funds.

Content Outline

  • Understanding the basics of savings and investing
  • Setting financial goals and creating a savings plan
  • Evaluating different investment options, such as stocks, bonds, and mutual funds
  • Diversifying your portfolio and minimizing risk
  • Managing your investments and adapting to market changes
  • Utilizing professional advisors and financial planning tools


By the end of this session, participants will have a better understanding of how to build wealth through savings and investments. They will have learned practical techniques for setting financial goals, creating a budget, and exploring different investment options. Participants will also understand the risks and benefits of various investment vehicles and be equipped to make informed decisions about their savings and investments.

Disclaimer: We provide these sessions for educational purposes only. The information provided should not be construed as professional, financial, real-estate, tax, or instructional advice.