North Texas Financial Learning Collective
About this Event
Join the North Texas Financial Learning Collective!
Your income is growing. Is your financial plan growing with it?
Plano Money & Wealth Workshop: Build a Smarter Financial Plan for the Next 5 Years is an interactive evening designed for professionals, couples, homeowners, entrepreneurs and anyone who wants to become more intentional about building long-term wealth.
Instead of another presentation filled with financial jargon, this workshop focuses on the decisions people actually face:
How much should I keep in cash?
Am I investing enough?
Should I prioritize retirement accounts, brokerage investments or paying down debt?
How should taxes influence my financial decisions?
How do I know whether I'm actually on track?
During this practical 2-hour workshop, attendees will learn a simple framework for looking at their financial lives across five key areas:
Cash flow
Emergency reserves
Debt
Investing
Retirement & long-term wealth
You’ll also receive a Personal Wealth Roadmap Worksheet that you can use during the session to identify your own financial priorities for the next 12 months and the next five years.
Meet Your Host — Michael Carter
The evening will be hosted by Michael Carter, a North Texas financial education speaker and workshop facilitator who specializes in making personal finance easier to understand for busy working professionals.
Michael's teaching style focuses on real-world financial decisions rather than complicated terminology. His workshops use practical examples involving retirement contributions, investment allocation, emergency funds, lifestyle expenses and long-term financial goals.
He believes financial education should help people understand their choices — not pressure them into buying financial products.
Throughout the evening, Michael will walk attendees through practical scenarios, answer general financial questions and help participants create a clearer framework for their own financial decision-making.
Important: This event is for educational purposes only and does not provide individualized investment, tax or legal advice. No specific financial products will be sold during the workshop.
What You'll Learn
By the end of the workshop, attendees should have a clearer understanding of:
How to evaluate their current financial position
How large an emergency fund may need to be
How to balance saving, investing and debt repayment
The difference between short-term savings and long-term investing
How 401(k)s, IRAs and taxable investment accounts fit into a broader strategy
How compound growth affects long-term wealth
Common financial mistakes made by higher-income households
Basic tax considerations when making financial decisions
How lifestyle inflation can quietly reduce wealth-building potential
How to establish measurable 1-year and 5-year financial goals
What Attendees Receive
Every attendee receives:
Personal Wealth Roadmap Worksheet
5-Year Financial Goal Planner
Retirement Readiness Checklist
Investment Account Comparison Sheet
Personal Financial Priorities Exercise
Digital post-event resource guide
Access to the live Q&A session
Attendees should bring a pen and may optionally bring a laptop or tablet.
No personal financial statements or sensitive financial information are required.
Event Experience (F&B + Networking)
Because this is a post-work evening event (6:15 PM start), we provide a light and comfortable food & beverage experience so attendees can arrive directly from the office.
🍽️ Light Bites & Refreshments Included
Light bites (sandwich sliders, mini wraps, and finger foods)
Small gourmet snack options
Assorted pastries or light dessert items
Non-alcoholic beverages
☕ Beverages
Gourmet coffee (regular & decaf)
Hot tea selection
Water and soft drinks
This setup is designed so attendees can eat lightly, stay focused, and still feel comfortable after work hours without needing to grab dinner beforehand.
Parking Information
🚗 Free Covered Parking Structure On-site
Attendees will have access to:
Free covered parking garage at Granite Park
Easy walking access to Common Desk - Granite Park
No parking validation required
Well-lit, secure structure with multiple entry points
Parking details and entrance instructions will also be included in the confirmation email prior to the event.
Agenda
🕑: 06:15 PM - 06:30 PM
Check-in
Info: Light refreshments & networking; Informal introductions
🕑: 06:30 PM - 06:40 PM
Welcome from Michael Carter
Info: Welcome from Michael Carter
- Workshop overview
- Quick audience financial-goals poll
🕑: 06:40 PM - 07:25 PM
Your Financial Foundation
Info: Part 1 — Your Financial Foundation
+ Cash flow
+ Emergency savings
+ Good debt vs. expensive debt
+ Understanding your current financial position
Part 2 — Building Wealth
+ Saving vs. investing
+ Compound growth
+ Investment time horizons
+ Risk and diversification
+ Common investing mistakes
Where is it happening?
Event Location & Nearby Stays:
USD 0.00 to USD 49.00
