Episode 110- Hire Me For Your Next DEI or LGBT/BIPOC Employee Affinity Group Money Workshop

Hire Me For Your Next DEI or LGBT/BIPOC Employee Affinity Group Money Workshop

I’m not another white guy in a suit giving a boring finance talk – I’m a queer, trans, ex stock broker turned money coach here to empower your team – and, let’s be real, keep them productive 😈🏳️‍🌈

⁠Listen to this episode to learn about my latest DEI class and how I got the corporate chat to pop off way more than it normally does. ⁠

Or, if you’re a future client, learn for all the ways I can help you retire early in my 1:1 coaching.

I’m an ex stock broker who’s here to make money joyful and sexy. Whether it’s LGBTQ, First Gen, or BIPOC employees – I love delivering DEI-focused corporate workshops that blow up the chat.

I’m not just throwing jargon around – I’m here to create Roth FREAKS and empower your team to take control of their financial futures.

This won’t be another boring PowerPoint session.

What Topics Can I Teach Your Team?

I can cover a wide range of topics, like: 1. Dumping Checking Accounts and Storing Cash in High Yield Savings Accounts 2. How to Use Credit Cards to Boost Your Credit Score 3. How Much of My Paycheck Should I Contribute If I Have Debt? 4. Investing Beyond Retirement Accounts 5. Financially Prepping for a Home 6. Using Your Salary to Crush Student Loans and Max Out Your Retirement Accounts

I’m also happy to design a topic specific to your team.

Credentials: I have a BA from Wellesley College and a Social Impact MBA from The Heller School at Brandeis University.

⁠Can’t wait to talk sprinkle some queer joy into your next zoom room! Click here to hire me for your next speaking engagement. ⁠

⁠To work 1:1 with me to invest your way to early retirement, and to join my Roth Freak Fridays emails, click here. ⁠

To Join Kirsten Roldan’s ⁠Million Dollar email course, which helped me make $18.5k in sales in November via email, click here.

⁠

About Charly

Charly is a formerly undocumented digital nomad helping first gen clients embody their millionaire selves. Charly’s clients go from feeling guilty and anxious about money to feeling empowered to make money moves and PLAY more. Work 1:1 with them here.

The language of money seems intimidating because it’s designed to exclude those who are not familiar with it. Charly is all about changing that and making our community wealthy AF!

Follow Charly on IG: ⁠⁠@travelercharly⁠