Financial Education Classes
Presented by A&O Millennial Management
Each small group series we offer includes one 90-minute class with LIVE instruction. You can choose a weekday or weekend class option!
In our classes, we SIMPLIFY financial concepts and provide practical information and step-by-step guides that fit your financial situation.
We DO NOT seek to market or sell any products to you; we are simply in the business of educating.
Pricing
$50/Person
Duration
A virtual class lasts 90 minutes (1.5 hours) and includes LIVE instruction.
Topics Offered
1. Create A Budget:
A step-by-step guide to tracking your credit, income & expenses
2. Savings & Retirement:
A review of different savings and retirement accounts, medicare and social security
3. Credit & Debt Management:
A practical guide for debt elimination and for building and repairing your credit
4. Credit Card Rewards:
A how-to guide to flying business class for cheap and getting the most out of your credit cards
5. Home Ownership:
A walk-through of the real costs when purchasing a home
6. Investing:
An overview of investment options and a guide on how to invest
6. Financial Planning for Couples:
A review of financial exercises for couples and best practices for joint money management
Introduction
We started A&O Millennial Management’s Budget and Financial Education services to empower others in their pursuit of sound financial health. In helping you to understand your choices and your money, we seek to help you gain control, end the debt cycle, and plan for the future.
Jerona Archie has a B.A. in Economics from UT-Austin and a M.S. in Finance from the University of Houston. For six years, she has served as a financial advisor and holds Series 6 and 63 investment and securities licenses. More recently, she has taken on the Sr. Human Resource Officer role for the 136th Military Police Battalion and is a credit analyst at BOK Financial.
Damilola Olatayo has a B.A. in Neurobiology and a M.S. in Finance from UT-Austin. She is a data and operations management consultant specializing in Financial Services. For the past seven years, she has been a financial educator, coaching clients through credit repair, debt elimination, retirement planning, homeownership, travel hacking, and more. She is also an avid traveler who has visited more than forty (40) countries and has experience studying and working in France, China, and India.
Teachers
Jerona
4 Classes
Damilola
4 Classes
About Us & Our Services
Who We Are?
Masters of Finance degree holders with 5+ years of financial education experience. We started this Financial Education service to empower others in their pursuit of sound financial health.
What We Do?
We simplify financial concepts and provide practical, step-by-step guidance in support of your financial journey.
What We Don't Do?
We don’t try to sell or market any products to you. We are simply in the business of education.
Pricing?
Each series costs $50/person and includes a 90-minute virtual class. Our series are offered as small group sessions with live instruction. Payments can be made via Zelle using aomillennialmanagement.com.
Class Times?
Weekday and weekend classes are available. *You can work with our team on custom classes or one-on-one financial coaching.
Join A Class?
Join us for a class or learn more about our services by contacting us at 832-303-9721.
Financial Education Series
$50
A series costs $50/person and includes two (2) one-hour classes with live instruction – weekday and weekend classes are available for each series.