100 Series

Money can be a positive energy source in your life.

There is a practical, simple path to greater health and wealth, and it’s available to everyone.

We’ve developed a set of interactive workshops to address specific financial questions, situations, and concerns that will give you what you need to be able to implement a healthy financial strategy. Cherry pick, jump in anywhere, or do all 7 in a row and create a custom plan to evolve with your money.

Cost: $50/person per session or $300/person, $500/couple for all 7.

Location: Peloton Labs, 795 Congress St. Portland

When: Tuesdays, 6-7:30pm OR Fridays, noon-1:30 (your choice) [Workshop #1 starts 2/6 and 2/9, no workshops 2/20 & 2/23]

Instructor: Tom Shepard, CFP, Author, Teacher, Coach

Workshop Descriptions:

101: Breaking Money Patterns, Evolve with Your Money (2/6, 6-7:30pm or 2/9, noon-1:30)


  • Break free of money patterns that keep you stuck.
  • Get a new mindset regarding your finances.
  • Respond rather than react to financial situations.
  • Know how your brain is hardwired to relate to money.
  • Know how to motivate yourself to evolve out of financial insufficiency.

102: Spending, Budgeting, Neutralizing Emotions around Money (2/13, 6-7:30pm or 2/16 noon-1:30)


  • Make sense of your current financial level.
  • Feel confident in your financial roles.
  • Begin to balance your spending on wants and needs.
  • Have the tools to create an accurate picture of your finances.
  • Evolve out of a sufficient financial level.

103: Working, Earning, and Income (2/27, 6-7:30pm or 3/23, noon-1:30)


  • Know the many different types of possible income including unearned income.
  • Gain the tools to work through your current financial level to the next, higher level.
  • Accurately track your pursuit of financial goals.
  • Know when to work harder and when not to.
  • Know how to evolve past an efficient relationship with money.

104: Saving, Preparing, Protecting (Due to snow, new date: 3/20, 6-7:30)


  • Know the definition of saving.
  • Understand how to increase your capacity to save money.
  • Know when to protect, manage, and pursue savings.
  • Understand saving as part of preparing for your future.
  • Understand “thrifty” vs “cheap.”

105: Investing, Creating, Multiplying (New Dates: 3/27, 6-7:30pm or 4/6, noon-1:30)


  • Know the definition of investing.
  • Know the reasons to invest your money.
  • Understand the creative power of your money.
  • Know how money can create more value.
  • Know when to hedge against risk, diversify your income, and create more value.

106: Leverage, Collaboration, Ease (New Dates: 4/3, 6-7:30 or 4/13, noon-1:30)


  • Know how money can make your life easier.
  • Know the difference between leverage and debt.
  • Know what tools & assets you have available to leverage.
  • Know how to evaluate financial decisions for greatest return with least effort.
  • Know when effort will lead to greater opportunities for leverage and ease.

107: The Gift of Financial Health (New Dates: 4/10, 6-7:30 or 4/27, noon-1:30)


  • Know the difference between giving and spending.
  • Know how giving is part of a healthy financial strategy.
  • Know how to balance giving & receiving.
  • Know how your gifts fit into a true net worth analysis.
  • Know what comes next for you financially.

RSVP to erin@currencycamp.com (preferred).