In-Person Workshop!


SEPtember 17th @ 6:30pm

You can become a successful investor once you learn the language of investing!


Do you find yourself saying how the heck do I start investing?  Do I pay off my debt or save or invest first?  What do I do with my old 401k? What is the best way to manage my stock options?  How do I know if my portfolio is allocated properly for my retirement goal?


You’re smart.  You’re successful.  You’re capable.  You just haven’t found the time to finally learn how to invest your money for the future and not entirely sure where to even begin. Once you learn the language of investing, you will find it is easier to actually start investing and feel confident about doing so.  

Why you NEED to channel your inner investor for your financial wellbeing

How to be CLEAR about why you are investing your money

How to leverage compounding interest to build wealth and DOUBLE your money faster than inflation

The difference between a 401k, IRA, Roth IRA, and brokerage accounts


How to review your investment accounts and make sure you’re INVESTED correctly for your specific financial goals

And More!



Not only will you receive practical and applicable information about investing, you will bond with other amazing like-minded people.

Feel free to network with each other and connect in ways that will help bolster your connections. 

Light refreshments will be provided. 

+PLUS+ the chance for a private mini-session with Brittney



  • Intimate workshop on how to become a savvy investor with Financially Wise, Inc. Founder & CEO, Brittney Castro

  • Opportunity to connect with 20 awesome professionals

  • Take-home packet for you to implement everything you learn. 

  • Chance to meet with Brittney one-on-one with your specific financial questions

  • Beautiful, professional, private location

  • Parking Validated 

All details and location address will be emailed to you. 


September 17th @6:30pm 

  • 6:30–7 p.m. Light Snacks + Conversation

  • 7–8 p.m. Investing Workshop + Q&A

  • 8:30 p.m. Networking with fellow workshop attendees PLUS opportunity for a 1-on-1 Mini Session with Brittney (first come, first serve)