Learn together, in plain English.

Workshops, open discussions, and Q&A sessions on the money concepts every family should understand — plus the occasional session for people curious about building a career in financial services. Every event is free; bring your questions.

Upcoming events

CareerThursday, September 10, 20267:30 – 8:30 PM PTOnline (Zoom)

Build a Business With Purpose

An open session for anyone curious about building a business in financial services — part-time alongside a current job, or full-time. We cover what the work actually involves day to day, the state licensing you'd need and how training and licensing support works, how people get started and grow at their own pace, and how to tell whether this is a fit for you. Straight answers, including the parts that are hard. Register on Zoom and the meeting link is emailed to you.

Hosted by Megha Sharma — Licensed Life & Health Insurance Professional.

Build a Business With Purpose — event flyer

Save your seat Add to Google Calendar Apple / Outlook (.ics)

Past events

WebinarThursday, August 27, 20267:30 – 8:30 PM PTOnline (Zoom)

What Professionals Learn Too Late About Money

A free hour of plain-English financial education for busy professionals: the blind spots that quietly cost high earners, how taxes erode retirement savings, smarter planning for retirement and wealth protection, and how to help keep your family covered if life changes. Register on Zoom and the meeting link is emailed to you. Bring your spouse — the biggest money decisions are family decisions.

Speakers: Nanda Sringari — Financial Educator & Wealth Strategist, and Megha Sharma — Licensed Life & Health Insurance Professional.

What Professionals Learn Too Late About Money — event flyer

BoothSaturday, August 22, 202611:30 AM – 7:00 PM PTFrederiksen Elementary School, Dublin, CA

Meet Us at Utsavi 2026 — Community Booth

Stop by our booth at Utsavi 2026 — Agomoni's women-focused cultural celebration, with inspirational speakers, performances, food, and a vendor marketplace. Come say hello, ask whatever money question is on your mind, or pick up plain-English guides on retirement, life insurance, and wills & trusts. No appointment and no pressure — we're there all day.

WebinarSunday, August 9, 20267:00 PM PT / 10:00 PM ETOnline (Zoom)

What Professionals Learn Too Late About Money

A free hour of plain-English financial education for busy professionals: the financial blind spots many high earners miss, how taxes can quietly erode retirement savings, smarter planning for retirement and wealth protection, and how to help keep your family covered if life throws a curveball — the basics most of us were never taught. Register on Zoom and the meeting link is emailed to you. Bring your spouse; the biggest money decisions are family decisions.

Guest speaker: Nanda Sringari — Founder, Legacy Builder Financial Services (30+ years across engineering, technology, and business).

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