Events


ProsperiTea Planning

Organizer Open House

Tuesday, January 12, 2021 at 9:30 AM – 5:30 PM EST

Location: 3 Grinnell St Greenfield, MA 01301

We’re handing out tax organizers, getting people scheduled for their tax appointments, and giving out 1099 forms if you need any. It’ll be outdoors on the porch.


Cash Flow FinTech Online Workshop

ProsperiTea Planning Online Workshop – Get Out of Debt

Tuesday, January 12, 2021 at 12:00 PM EST

It’s New Year’s Resolution Time. We’ll help you with the actual steps you need to get out of debt. Over a couple of workshops we’ll:

  • Create a Net Worth Statement (identifying your debt) and login to check your credit report.
  • Create a way to track your spending (See the YNAB meeting on November 20th).
  • Pull together your spending plan.
  • Set up specific tricks like an online savings account for your car savings and a Roth IRA for your emergency fund.

Gary Marsden is training for his Certified Financial Planner credential.

Register for the Workshop

ProsperiTea PlanningStudent Loans Online Workshop

Friday, December 18th, 2020 at 12:30 PM EST

Learn how to get on top of your student loans!

Not sure how to start repaying them? We’ll demonstrate how to login to your servicer.

Wonder which payment plans is best for your situation? We’ll talk specific for people attending live.

Curious about what loan forgiveness options might be available? We’ll go over those.

Bring the name of your servicer and your password manager to make this workshop as useful as possible.

Gary Marsden, Paraplanner recently attended a training with the elite Student Loan Expert, Heather Jarvis, and is ready to help you in our small group. He is training for his Certified Financial Planner credential.


Cash Flow FinTech Online Workshop

Cash Flow FinTech Online Workshop

Friday, November 20, 2020 at 12:30 PM EST

Register now to learn how to quickly gain control of your money, get out of debt, and save more money faster!

We will present a workshop on using YNAB, an award-winning online budgeting tool. Gary has been using YNAB for several years and can demonstrate how to use it in real life.