The Great Lock-In is a free 60-minute workshop designed to help young professionals take control of their financial future. Whether you're just starting out or trying to get back on track, this session will show you how everyday decisions can either trap you in debt or unlock long-term wealth.
You’ll learn how small habits—like delaying investing or overspending on subscriptions—can silently lock you into financial stress. Then, you’ll discover simple strategies to break those patterns and build lasting wealth through automatic investing, smart budgeting, and early planning.
The workshop includes interactive group activities, a personalized worksheet, and live Q&A. You’ll leave with a clear plan for one financial habit to break and one to build—plus the option to schedule a free consultation.
This event is perfect for young professionals, recent grads, couples, and anyone who wants to make smarter money moves now to enjoy more freedom later.
Agenda:
Avoiding the Financial Habits that Drain Your Future
Building Smart Strategies for Saving & Investing
Take Simple Steps Today That Create Long-Term Impact
Wrap-Up + Call to Action + Q&A
Lock in your spot today and take control of tomorrow.