Financial Wellness Workshops

Saving & Investing 20/20

Goal setting is one of the most important aspects of creating a successful financial plan. In this powerful workshop, learn how to set personal financial goals effectively, and how to work towards those goals.

Tax Favored Investing

You can't change the wind, but you can reset your sails. In retirement planning, "it's not what you amke, but it's what you keep" that determines the quality of life for retirees. With this in mind, we review what drives tax rates and the implications of possible changes to the tax code.

Sound Investing for the 21st Century

Elections, ISIS, Brexit, Iran - the world is an uncertain place. If your money doesn't work smarter, you may have to work harder. This workshop leverages a variety of financial models to discuss investment strategies that endure, even in the most turbulent of times.

Raising Financially Responsible Children

It's (almost) never too early to learn about making sound financial decisions. And parents are best at educating their children. We teach you simple and effective ways of teaching your children to make sound financial decisions now so they're more apt to make sound financial decisions later.

Blueprint for Financial Success

Determining cash-flow and budgeting; often neglected; always required. Learn how to determine your cash-flow and write a budget, and then get get to work. We'll be there to help along the way

Customized by Request

In addition to our core financial wellness workshop series, Kaneski Associates is prepared to develop and present workshops tailored to the specific needs of your organization, such as debt management or techniques for paying off student loan.