Mayfield opens registration for its in-person finance workshop, designed for families, professionals, retirees, and small business owners. Limited to 30 participants, the session provides hands-on guidance to build personalized budgets, assess financial risks, and create actionable plans through four structured modules led by financial educators.
-- IMCWire - GuaranteedPRWire - AIBusinessWire - Financial education is most effective when it moves beyond theory and into practical application. That’s why Mayfield is opening registration for its upcoming in-person workshop, aimed at individuals and families seeking structured, hands-on support to manage budgets, interpret financial reports, and use long-term planning tools. Below are full details on the target audience, workshop content, and preparation requirements.
Target Audience and Capacity Limits
The workshop is designed for participants who want to bring their real financial documents and leave with a clear, personalized strategy. It’s ideal for:
- Families wanting to establish a monthly budgeting routine.
- Young professionals comparing savings plans, investments, or credit purchases.
- Retirees seeking better control over recurring income and expenses.
- Small business owners managing both personal and professional cash flow.
Attendance is limited to 30 participants to ensure direct access to trainers, personalized feedback, and sufficient time for guided exercises. Early registration is strongly recommended, as spots may fill quickly and late registrants risk being placed on a waitlist.
Workshop Structure and Trainers
The workshop follows a four-module sequence, each building upon the previous:
- Practical Budgeting – The three-column method (income, expenses, balance) for households and small businesses.
- Cash Flow Alerts and Thresholds – Setting up alerts for receivables, debts, and inventory cycles.
- Cost and Risk Evaluation Methods – Case studies on loans, installment plans, ETFs, and active funds using Mayfield’s frameworks.
- Personalized Action Plan – Participants develop a customized financial plan aligned with their income, expenses, and goals.
Trainers include:
- Dr. Elaine Mayfield – Researcher and creator of Mayfield’s financial frameworks, specializing in practical household finance.
- Marcus Chen, CPA – Accountant focusing on family and small business bookkeeping, helping participants organize and categorize transactions.
- Sara Delgado, CFP – Certified financial planner sharing strategies for goal-setting, emergency funds, and long-term planning.
What to Bring
To maximise value, participants should bring:
- Bank statements from the past three months
- Credit card statements
- Loan or installment contracts
- Payslips or income proofs
These materials allow direct application of Mayfield’s tools to real financial situations. Laptops or tablets are strongly recommended for digital exercises, and participants may also use budgeting apps or calculators. Preparing a short list of personal finance questions is advised (e.g., “How can I balance student loan repayments with saving for emergencies?”).
Online Account Access
Some activities require access to live balances or transaction downloads. Participants should ensure they can log in to banking or payment platforms on their devices by:
- Testing login credentials beforehand
- Updating two-factor authentication if necessary
- Verifying internet connectivity
For security-conscious attendees, Mayfield provides a secure Wi-Fi network and privacy instructions. No financial data will be shared among participants; all exercises remain confidential.
This workshop is not a lecture but an interactive working session. Each participant leaves with a customised framework, a practical roadmap for managing progress, and confidence to continue independently. With its hands-on approach and small group size, Mayfield’s workshop bridges the gap between theory and real financial action. Register now, bring your documents, and be ready to apply powerful tools to your own finances.
About the company: Mayfield is a leader in financial education and applied learning. Through its Cognitive-as-a-Service (CaaS) model, Mayfield develops practical frameworks and workshops that transform complex financial concepts into accessible, actionable tools for individuals, families, and small businesses—helping communities achieve sustainable financial confidence and control.
Contact Info:
Name: Mayfield Investment Education Team
Email: Send Email
Organization: Mayfield Investment Education
Address: 1099 18th St, Denver, CO 80202
Phone: 18382324790
Website: https://www.mayfield-edu.com/
Release ID: 89172315
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