Fall Workshop Series

Build financial wellness, one bucket at a time.

This Zoom workshop series is open to all friends of 5 Buckets. Whether you’re refreshing your personal finances for the fall or experiencing our programs first-hand, financial wellness is a lifelong practice — and we’re glad to have you join us.

Led by our Director of Programs & Partnerships, Pei-Ling Lee, and Lead Facilitator, Chris Florez, this series covers the pillars of The 5 Buckets Cycle™ framework.

Money Mindset Managing Your Money Borrowing Wisely Growing Wealth Protecting What You Value

Session Dates

Tuesday, September 15 Mindset & Manage
Tuesday, October 13 Borrowing Wisely
Tuesday, November 17 Grow & Protect
Time
5:30 – 6:45 PM PT
Location
Zoom

Register today

Invest in your financial wellness this fall — and share this invitation with someone who might benefit.

After registering, you’ll get an email with the Zoom link for all three sessions.

Support the Series

Help us serve those who need it most.

Your support directly fuels our mission to make financial education more effective, practical, and empowering for all.

Any amount helps. You do not need to register to give.

Give to the Fall Series

5 Buckets Foundation is a 501(c)(3) nonprofit. EIN 83-2492102. Please note: giving to the fall series as a participant in the series is not tax-deductible.

Sponsor a Session

Featured sponsorships start at $500 and include recognition in each session. It is a simple way for a business or family to open seats for others.

Contact Vicki Terheyden at vterheyden@5buckets.org to talk it through.

Other Ways to Give

Employer matching
Many employers match gifts. Ask your HR team — it can double what you give.
Stock or donor-advised fund
Email us and we will send the transfer details you need.
By check
5 Buckets Foundation, 235 Montgomery Street, 26th Floor, Russ Building, San Francisco, CA 94104

Questions about giving? See all the ways to give or get in touch.