Galia Gichon Speaking Document

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Galia Gichon Speaking Document

Is your organization, company or group looking for an INDEPENDENT dynamic expert speaker to explain money matters on a personal level? Our signature topics (can create custom ones too). Contact us HERE.  Descriptions below.

Personal Finance For Entrepreneurs and Freelancers

Baffled by where your money is going? Does retirement seem unreachable? Tired of living paycheck to paycheck or just without a realistic financial plan? Stop being reactive; become proactive about your money!  This workshop is geared towards people with variable income, that work for themselves or have their own businesses.   Whether you need help getting started or you are already minding your finances but want to take it to the next level, join INDEPENDENT Personal Finance expert Galia Gichon for a personal finance seminar you can’t afford to miss!  We do NOT SELL ANY INVESTMENTS or MANAGE ANY MONEY.  

You will learn how to:

  • Get organized. See where you are today and where you want to be
  • Set realistic Financial Goals
  • Manage your credit 
  • Create a budget and spending plan that works for you
  • Develop a plan for automatic savings
  • Invest in mutual funds
  • Take the uncertainty of retirement planning and determine the best Retirement Plan for You
  • Best financial resources including apps, sites, books and ongoing tips
  • Learn how to deal with your finances in just 30 minutes a week

Investing for Freelancers and Entrepreneurs

Does saving for retirement seem challenging? Does Investing seem intimidating? It doesn’t have to be. In this workshop specialized for people with variable income, learn a few key resources about Investing to get you started immediately. Whether you plan to retire in two years or twenty, there are things you can do to get your retirement savings on track.  Galia Gichon will share key techniques for taking the stress and uncertainty out of planning for retirement and investing for it – no matter how much money you have saved.

We will cover:

  • Investing a small amount versus large amount of money
  • Understanding mutual funds: fees, performance, index funds and more
  • Which retirement plan is best for you (IRAs, 401ks etc)
  • Which mutual funds to pick for your retirement plan
  • Picking the right mix of investments – asset allocation
  • Investing for your time frame (two years or twenty) and risk tolerance
  • Picking the right firm to hold your investments and retirement plans
  • How much you should save every year to retire at a certain age
  • Consolidating old retirement plans
  • How to do your own checkups on a regular basis

This is a hands on workshop – specifically for entrepreneurs and freelancers. You will leave empowered and with a plan. Successfully manage your retirement, and have more time (and money!) to do the work you love.  You can’t afford not to attend – especially learning from an independent expert!

Money Mindset for Entrepreneurs

This hands-on seminar is part lecture, part intimate workshop. Your audience will enjoy a thorough knowledge exchange on all things money, particularly the key to setting oneself up for financial freedom in today’s economy. To be successful as an Entrepreneur, it is key to understand the relationship between your business finances and personal finances.  You can set goals, be clear about your earnings, manage your expenses and then carry it on to your personal life.  This also includes learning business models that turn ideas into revenue and scale.  We will cover:

  • Revenue key points
  • Expenses
  • Profit and loss statements
  • Margins
  • Entrepreneur cycle
  • Sources of capital
  • Business performance

Keeping Your $20s in Your 20’s

Are you looking to learn how to make smart financial decisions but don’t know how to start?  So you are looking at your financial future and realize that you need to take a more of role in your financial life, but don’t know how to start. This class will teach the basics of money management – sound tips and tactics for saving your money and creating solid financial habits.  You will learn how to navigate the financial systems that affect your life and tips and tactics for keeping and saving your money now!  This workshop will help you gain the knowledge, tools, and good habits needed to make educated and responsible financial decisions for your 20s, 30s and beyond!

You will also learn:

  • Gain confidence to tackle your spending and create a budget
  • Learn more about financial planning and money matters
  • Start saving as soon as you are earning money (if not sooner)
  • Get comfortable with financial terms
  • Learn how to start building your credit
  • Learn basics of Investing and IRAs

My Money Matters Kit

My Money Matters Kit

The My Money Matters Kit will help you conquer your money fears and gain overall financial clarity. As featured on the Today Show and reviewed in the New York Times! BUY IT HERE