Signature Workshops
Focused 60 to 90-minute sessions that make one financial topic clear, practical, and memorable.
Explore formatFinancial literacy that actually works
Workshops built for real-life money decisions.
The Investors Table creates customized, interactive financial education for students, families, and communities, delivered in person or virtually.
Built for schools, colleges, TRIO programs, nonprofits, and community organizations.
In person + virtual
60 to 90 minutesSignature workshops
Multi-session programsSeries and financial literacy weeks
Custom curriculumBuilt around your audience and goals
Assessments + takeawaysOptions for measurable follow-through
Selected organizations and communities we have served
Florida State UniversityFlorida Memorial UniversityBroward CollegeCoker UniversityMuskegon Community CollegeBattier Take Charge FoundationCollege Bound Institute100 Black Men of South Florida
Ways to work with us
A workshop experience for every program goal.
Choose one focused session, build a series, or create a full event experience. Every engagement starts with your audience, your outcomes, and your timeline.
Workshop Series
Connected sessions that build knowledge over time and give participants repeated chances to practice.
Explore formatFinancial Literacy Weeks
Theme-based multi-day programming with team challenges, games, economic scenarios, and takeaways.
Explore formatBoot Camps
Half-day and full-day programs with deeper instruction, activities, workbooks, and group application.
Explore formatParent + Family Workshops
Practical sessions focused on college costs, budgeting, credit, debt, and family decision-making.
Explore formatKeynotes + Activations
High-energy teaching experiences for conferences, special events, vendor spaces, and large audiences.
Explore formatThe Investors Table experience
More than a presentation.
Participants do not just listen. They make decisions, defend ideas, solve problems, and connect financial concepts to the life in front of them.
- Customized curriculum
Examples, language, activities, and pacing are adapted to the audience. - Interactive learning
Games, scenarios, polls, team competitions, and guided discussion keep people involved. - Practical takeaways
Students leave with steps, tools, worksheets, or digital resources they can use again. - Measurable options
Knowledge checks, feedback, and client recaps can be built into the engagement.
Popular workshop topics
From money foundations to building wealth.
Select one topic or combine several into a customized program.
Money Foundations
BudgetingSavingBankingCreditDebtTaxesInsurance
College + Adulthood
Paying for collegeStudent loansScholarshipsHousing choicesCareer planningSalary decisions
Building Wealth
Investing basicsStock marketRetirementHomeownershipEntrepreneurshipLong-term planning
Real-World Decisions
OverspendingInflationThe economyMajor purchasesIdentity theftFinancial scams
How it works
A clear path from idea to impact.
You bring the audience and program goal. We help shape the right learning experience.
Discovery
We discuss your audience, timing, goals, budget, and the financial decisions participants need to understand.
Customization
We select or build the topics, learning objectives, examples, activities, and participant resources.
Delivery
A trained presenter leads the experience in person or virtually using clear explanations and active participation.
Follow-through
When included, your program receives assessments, feedback, takeaways, and a concise client recap.
Selected engagements
Built around real audiences and real program goals.
These examples show how a workshop can change based on age, setting, theme, and desired outcome.
Investing Foundations
FAU TRIO Upward Bound
A beginner-friendly investing workshop for high school students with interactive instruction, live review, and a customized digital takeaway page.
View engagementMulti-Day Program
College Bound Institute
A financial literacy week centered on real costs, the economy, overspending, team competition, graphs, and decision-based activities.
View engagementInteractive Youth Program
Battier Take Charge Foundation
Recurring youth programming and high-participation experiences that turn budgeting, credit, entrepreneurship, and wealth-building into challenges.
View engagementBring us to your program
Ready to give your group a financial literacy experience they will remember?
Tell us who you serve, what you want participants to learn, and when you are planning to host the program.