Financial Literacy That Builds Power, Not Just Knowledge
I don’t teach people how to “budget better.”
I teach families, employees, and communities how to build wealth, protect it, and pass it on — without the risk of loss and without depending on traditional systems.
I teach families, employees, and communities how to build wealth, protect it, and pass it on — without the risk of loss and without depending on traditional systems.
Whether you're a school, business, nonprofit, or community group, I offer complimentary financial literacy workshops that educate, empower, and shift the way people think about money, retirement, and legacy.
Because financial literacy isn’t a “nice to have.”
It’s a strategy for freedom, security, and generational impact.
It’s a strategy for freedom, security, and generational impact.
Who I Teach
✔ Schools & districts
✔ Businesses & HR teams
✔ Employee resource groups (ERGs)
✔ Nonprofits & faith-based orgs
✔ Community programs & events
✔ Individuals, families & entrepreneurs
✔ Businesses & HR teams
✔ Employee resource groups (ERGs)
✔ Nonprofits & faith-based orgs
✔ Community programs & events
✔ Individuals, families & entrepreneurs
If you have a team, a staff, a classroom, or a community — I can teach them.
And yes —
Workshops are 100% free.
No sales pitch. No hidden agenda. Just real financial tools people should’ve been taught years ago.
Workshops are 100% free.
No sales pitch. No hidden agenda. Just real financial tools people should’ve been taught years ago.
What We Cover
🔹 How to build wealth without market risk
🔹 How to grow money tax-free (not tax-deferred)
🔹 How to protect income, assets, and legacy
🔹 Why traditional retirement plans keep people broke
🔹 The difference between “saving money” and “building wealth”
🔹 How to create generational wealth even if you're the first to start
🔹 Smart money strategies for entrepreneurs & business owners
🔹 How to avoid lifetime tax traps in 401(k)s & pensions
🔹 How to grow money tax-free (not tax-deferred)
🔹 How to protect income, assets, and legacy
🔹 Why traditional retirement plans keep people broke
🔹 The difference between “saving money” and “building wealth”
🔹 How to create generational wealth even if you're the first to start
🔹 Smart money strategies for entrepreneurs & business owners
🔹 How to avoid lifetime tax traps in 401(k)s & pensions
Why This Matters in Arizona Communities
Too many families are working hard and still not getting ahead.
Too many employees are contributing to retirement plans they don’t understand.
Too many schools teach everything except how money really works.
Too many employees are contributing to retirement plans they don’t understand.
Too many schools teach everything except how money really works.
I’m here to change that.
Financial literacy isn’t just information —
it’s economic power, family security, and community ownership.
it’s economic power, family security, and community ownership.
Workshop Benefits (for your school, business, or company)
✅ Completely free to host
✅ No selling, no pressure — pure education
✅ Can be in-person, virtual, or hybrid
✅ Tailored for anyone: staff, employees, or families
✅ Optional follow-up 1:1 planning for anyone who wants it
✅ Supports wellness, retention, and long-term stability
✅ No selling, no pressure — pure education
✅ Can be in-person, virtual, or hybrid
✅ Tailored for anyone: staff, employees, or families
✅ Optional follow-up 1:1 planning for anyone who wants it
✅ Supports wellness, retention, and long-term stability
What Makes BOLDHer Different?
🖤 Zero fees. Always.
My workshops are free because people deserve access — not barriers.
My workshops are free because people deserve access — not barriers.
🔁 I’m paid in referrals, not commissions.
You learning → you winning → you sharing → that’s the model.
You learning → you winning → you sharing → that’s the model.
🚫 I don’t teach outdated financial advice.
No “skip the latte,” no “max out your 401(k) and hope.”
I teach wealth strategies that actually work.
No “skip the latte,” no “max out your 401(k) and hope.”
I teach wealth strategies that actually work.
📣 This is financial education for the world we live in now — not the one our grandparents retired in.
Ready to Host a Workshop?
Whether you’re scheduling for
✔ a district staff day
✔ a student career program
✔ an employee lunch-and-learn
✔ a community or parent event
✔ a business or nonprofit training session
✔ a district staff day
✔ a student career program
✔ an employee lunch-and-learn
✔ a community or parent event
✔ a business or nonprofit training session
I make it effortless.
You pick the date. I handle the rest.
You pick the date. I handle the rest.
Connect with Portia BOLDHer SHE-EO
All Professional Media Credit to Tosha Ishmon (Ishmon Productions)