CORPORATE WORKSHOPS + EVENTS
Let's Create a Culture of Financial Wellness
Leaders and teams come to me for help navigating personal money chaos that impacts their daily lives. The workplace is an environment full of people with their own stressors, emotions and personal challenges.
I blend unbiased, no BS financial wisdom with practical tools and new ideas that change the way people feel about and manage their money.
ABOUT ANGIE ROSS
A Certified Cash-Flow Specialist with over 20 years of experience.
Angie Ross (BBA, BEd, CCS) is a Certified CashFlow Specialist and Money Coach who has been spreading her expertise passionately as a financial educator for the past 20 years. She prides herself on providing unbiased, straightforward financial mentorship, allowing her clients to achieve their financial dreams without painful “budgeting”.
How It Works
BOOK A CALL
CHOOSE WORKSHOP
SEE RESULTS
Book a call to discuss personal finance topics that will enhance your employee’s knowledge, productivity and satisfaction with their money.
I create a customized workshop to address your employee’s needs, or you can choose from my list of popular workshops.
Your employees walk away with actionable steps to take in their personal finances, reducing their stress levels and increasing levels of productivity and happiness.
Workshop Topics
THE ANTI-BUDGET
My most popular offering. Budgets fail for 79% of people so this workshop offers a unique solution for calming cash flow chaos, reaching financial goals and maximizing income.
MONEY BEHAVIOURS + CASHFLOW
This workshop sheds light on money personality, money stories, and how it impacts our money decisions and unconscious spending. Your employees will walk away with a deeper understanding of their own behaviours as well as actionable strategies to maximize their money.
ACHIEVING FINANCIAL GOALS
The ability for employees to attain personal financial goals has been proven to impact productivity levels and happiness in the workplace. This workshop guides your team through the process of setting achievable, realistic and inspirational personal financial goals.
DISPELLING MONEY MYTHS
This workshop takes an unbiased look at the money myths that are harming your employee’s financial wellbeing. Topics such as mortgage insurance, credit card and line of credit balance insurance, investments and more. Your employees will walk away knowledge giving them the confidence to act as their own financial advocates.
UTILIZING MONEY TOOLS SUCCESSFULLY
This workshop uses an unbiased approach to identify and explain important tools that your employees can use to maximize their money and reduce financial stress. This includes discussion of RRSPs, RESPS, TFSAs and how to appropriately utilize them for financial success.
“Participants praised her as knowledgeable, relatable, and funny. She made finance discussions enjoyable and practical, covering topics like money behaviours and guilt-free spending.”
Angie delivered a 4-part Money Series for the Health and Wellness Program for McGill University Faculty & Staff. Participants praised her as knowledgeable, relatable, and funny. She made finance discussions enjoyable and practical, covering topics like money behaviours, HYSA, guilt-free spending, and account setup.
She created a comfortable non-judgemental environment where everyone felt at ease asking questions. She was always prepared, open to feedback, and even shared her contact information in case participants had questions outside of the sessions.
Angie’s contributions greatly enhanced the program, leaving a lasting impact. I recommend Angie for any corporate workshops you want to offer about financial literacy and/or financial wellness.
MCGILL UNIVERSITY
Speaking Events
Interested in having me speak at your next event? I absolutely love sharing my knowledge and passion to help audiences feel differently about their cash flow and money goals. I have a selection of keynotes you can choose from or we can create something custom that will appeal to your unique audience.