Not Boring Financial Education For Employees. On-Site.

No confusing financial lingo.  No confusing financial charts.  No chart-attacks.  

Kathryn offers on-site financial education that empowers, educates, and entertains employees.

 

Learn how to: 

OPTIMIZE SAVING

Determine How Much You Need To Save Each Month

OPTIMIZE DEBT REDUCTION

Determine Strategy To Pay Off Debt

SET UP EMERGENCY FUND

Establish Best Way To Set Up Emergency Fund For Unexpected Expenses

UNDERSTAND FINANCIAL MARKETS

Understand The Basics Of Financial Markets

INVEST YOUR MONEY

Learn How To Pick And Invest In Investment Funds In Your Retirment Account.  Employees Are Responsible For Directing Investments.  Employers Are Not.

About Kathryn Cicoletti - Click Here

Kathryn Cicoletti is Founder and CEO of Ms. Cheat Sheet.  Kathryn has 12 years of experience in the hedge fund industry. She has researched, interviewed, and conducted due diligence on over 3,000 investment funds and built investment portfolios for both institutional and retail investors.

Kathryn started her investment fund research career in New York.  She was a Senior Hedge Fund Research Analyst at Julius Baer where she was responsible for research, due diligence, and portfolio construction for long/short equity and relative value arbitrage hedge fund investments. Kathryn was most recently a Director of Institutional Sales at GAM in Los Angeles.  During her time at GAM she was responsible for growing the firm's U.S. investor base from retail to institutional investors and was one of the top revenue generators on the team.

While working in the finance industry she realized that way too many investment professionals overcomplicate investment topics when speaking with clients.  She left the industry to break out on her own and create a platform for entertaining and educational financial content.  Kathryn offers easy-to-digest 401k investment fund education to employees at large corporations through on-site training and video and she is one of the few financial educators who has worked in the fund management industry for 10+ years.

Kathryn has partnered with or been featured in Mashable, Huffington Post, Forbes, Entrepreneur, and Yahoo Finance. Fast Company named Kathryn an Innovative Agent and Built in LA named her one of the 50 LA Women Founders You Should Know.  Kathryn's book, Little Red Ms. Cheat Sheet on Investing - Generally Skeptical of Financial Advisors - is now available on Amazon.  She has attended both improv and sketch comedy classes at Upright Citizens Brigade and uses what she learned to write and produce entertaining financial content for external brands and partners.

Kathryn has a BS from UC Berkeley, Haas School of Business and is based in Los Angeles.

BOOK IT

Before I took Kathryn's class, I thought I knew about investing. Boy, was I wrong. Kathryn's class is a game changer.  She gets into the details and demystifies investing in a way that the talking heads on CNBC don't and can't. For the first time I feel like I have some control over what is going on in my 401(k). And she does it all in an easy to follow fashion that is as entertaining as it is informative. No Harvard MBA required!  I most highly recommend this class for anyone (with or without investing experience) looking to get the straight dope on investing and saving for retirement." - Alan G - Pasadena, CA

I loved this class.  Kathryn breaks the material down into short and entertaining sections that are incredibly easy to absorb.  I have been paying high fees to an advisor that has created a complex and confusing portfolio and I now have the understanding and confidence needed to make changes towards a simpler structure which I believe will yield at least the same results but with far lower costs to maintain.  I recommend this class to anyone who has felt unsure about how to address certain topics or flag certain things that don’t look right in their retirement account." - Karen S - Denver, Colorado

Thank you for taking things that I thought were super complicated and making them easy to understand.  My husband has been the one doing our financial planning and I came home and gave him the recap of your Top 3 mistakes and fixes.  Like you, he’s pretty smart and was already following your points – yahoo!  You have a gift.  Thank you for using your gift to enlighten me and show me that things are not really that complicated : )" - Kristen C - Monterey, California

 

 BOOK IT.  SUMMER SESSION DISCOUNT IF BOOKED BEFORE JUNE 30TH. 

REACH OUT HERE