Financial Education Events
Join our community events, workshops, and webinars. Learn from experts, connect with peers, and take actionable steps toward financial independence.
Our Past Events
Explore our history of financial education workshops and community gatherings
Basics of Finance
Speaker: Bank of America Financial Education Team
Essential introduction to personal finance fundamentals. Covered banking basics, budgeting, credit scores, and emergency funds.
Investing in Stocks and Building Retirement
Speaker: Vikram - Investment Specialist
Stock market fundamentals and retirement planning strategies. Topics included 401k, IRA accounts, portfolio diversification, and long-term wealth building.
How Life Insurance Builds Assets
Speaker: Padma - Insurance Specialist
Explored different types of life insurance and how they contribute to wealth-building. Covered term, whole, and universal life insurance strategies.
Real Estate for Retirement and College Planning
Speaker: Sanjeev - Real Estate Investment Expert
Practical approaches to using real estate investment for retirement income and college funding. Discussed rental properties, REITs, and tax advantages.
Tax Saving Strategies
Speaker: Jan - Tax Planning Specialist
Legal tax reduction strategies, deductions, credits, and year-end planning techniques. Covered retirement account benefits and business expense optimization.
Making Real Estate Work with the Right Mortgage
Speaker: Darren - Mortgage Specialist
How to choose the right mortgage product and use real estate to build wealth. Discussed fixed vs. adjustable rates, refinancing, and strategic financing.
Spring Financial Education Series - Session 1
Speaker: Purple Wings Financial Education Team
Comprehensive workshop covering personal finance fundamentals, investment strategies, and retirement planning with interactive Q&A.
Spring Financial Education Series - Session 2
Speaker: Purple Wings Investment Team
Advanced topics in wealth building, tax optimization, and real estate investing strategies from industry experts.
Spring Financial Education Series - Session 3
Speaker: Estate Planning Experts
Focus on retirement planning, estate planning, and legacy building. Expert speakers discussed comprehensive financial planning for the future.
Community Financial Literacy Gathering
Speaker: Shalini Jha & Community Partners
Our first major community gathering bringing together women from across Needham and Greater Boston to discuss financial empowerment and education.
Event Highlights
What our attendees learned
Financial Basics
- • Understanding bank accounts and credit
- • Building emergency funds
- • Creating realistic budgets
- • Improving credit scores
Investing & Retirement
- • Stock market fundamentals
- • 401k and IRA strategies
- • Portfolio diversification
- • Long-term wealth building
Real Estate & Assets
- • Real estate investment basics
- • Mortgage strategies
- • Life insurance as an asset
- • Tax-advantaged investments
Event Partners & Venues
Thank you to our partners who make these events possible
High Rock School
Primary event venue in Needham
Bank of America
Financial education expertise
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Interested in Speaking or Hosting?
We're always looking for financial experts and community leaders to share their knowledge. Contact us to discuss partnership opportunities.