Workshops
Are you looking for a more integrated approach to your financial life? Do you desire financial health, financial freedom or more real wealth in your life? How would you be if you had it? What would you do with your life if your finances were how you want them to be? And, importantly, what steps do you take to get there? Experience for yourself the excitement of an aligned sense of who you are, how you relate to money, and how you can take steps to build real wealth in your life. Our seminars blend practical and actionable information from a range of professional perspectives, all within a holistic framework.Community Resilience and Real Wealth
10 hours over 5 sessions
Is your family able to flex and bend with life’s pressures and changes, or are you poised to break? Are our communities more or less resilient than past generations or other cultures? This series questions what makes communities resilient, examines our current economic and political context, and practices little steps to build personal, family, and community resilience for participants. Over the course of five weeks we will share food, learn together, explore how mutual aid can bring you more of what you want in life, and investigate how social action is often necessary to build the community you want.Wealth Builder Seminar Series
8 hours over 4 sessions
Our “flagship” financial curriculum. What is “wealth” for you, for your community? How do you build it? Equity Design in partnership with an integrated team of top Portland financial professionals collaborate in a truly unique and comprehensive financial series. These workshops cover financial wealth topics ranging from real estate acquisition to building a securities portfolio, from insurance insights to tax tips, from financial positioning to long-term estate planning. What would your life be like with holistic knowledge backed by a comprehensive team? Comments on this series include “unparalleled” and “life changing”.Values Based Living
2 hour workshop
What values drive the things you do? This workshop is part self-exploration of what drives you in your career, relationships, or self-image and part learning to listen to what drives others (family, clients, co-workers) so you can better communicate. Participants walk away from this fun and fast paced workshop with new understandings and new tools for daily life.Financial Health and Planning
2 hour workshop
If you realize financial health is a part of holistic wealth but lack the path to get there, this seminar is for you. We have distilled much financial wisdom in order to give you an easy to follow scaffolding for your unique financial story. We aim to demystify concepts ranging from budgeting to debt repayment to long term investing, all geared toward helping you along the difficult but important journey of financial discipline for financial health and holistic wealth.Buying your First Home (or helping someone do so)
1.5 hour workshop
If you realize home ownership is one of the most significant components of personal and community wealth, but lack the steps to get there or want to learn more, this seminar is for you. We cover the basics of home buying and positioning from a financial perspective. This includes the “Five Pillars” of financial health, the local housing market and how to utilize unique first-time homebuyer financing opportunities.Property Investing 101
1.5 hour workshop
Property ownership has been and will continue to be a significant means of building personal financial wealth. It is also potentially one of the wisest ways to deepen roots in a community and affect social change. We will explore these paradigms, discuss financing and the Portland real estate market, and help you build a plan for safely and congruently building a real estate portfolio for significant intergenerational financial wealth and deeper community impact.This video requires Flash. Download Flash.