MoneySwell Events

Our mission is to help people improve their financial wellness. So our events are open to everyone.

Events focus on understanding financial wellness, how MoneySwell fits into the picture, and answering questions.

Upcoming Events

Busy Bee Budgeting

Exact Date TBD, April 2025

You’ve already tried budgeting. But then you stopped.

But you’re here now. And that means you’re like millions of others who have an “on again off again” relationship with the dreaded “B” word.

Here’s a secret: We were never able to stick to budgeting either…until we built the MoneySwell Budget Planner.

Keep an eye out for this webinar in April of 2025. Exact date coming…

Past Events

Financial Fitness Made Easy

March 21st, 2025

Being financially fit doesn’t mean you’re a billionaire.

In fact, anyone can be financially fit. Unfortunately, our research uncovered four big blockers to financial fitness that most personal finance tools fail to address.

MoneySwell addresses these issues head on. By the end of this webinar, you’ll know…

  • What the four blockers to financial fitness are
  • How to become financially organized
  • How to systematically set reasonable financial goals
  • How to make sustainable progress toward your financial dreams