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The Budgeting Crash Course, presented by SoFi

June 23 @ 6:30 pm - 8:00 pm

 |  Free

When it comes to building a healthy financial life, nothing is more fundamental than a solid, realistic budget. But how do we create the one that works for our lives? In this workshop, co-hosted by TFD Creative Director Holly Trantham and Kendall Clayborne, CFP®- Financial Planner at SoFi, we will walk through three functional budgeting strategies (downloadable templates included!) for different goals and personalities, all the way down to sample numbers and examples that help our audience understand what a good budget looks like in real time.

What Your Ticket Gets You:

  • Access to the full event (including a recording watchable at your convenience)
  • Participation in the live Q&A with Holly and Kendall
  • A downloadable worksheet that outlines  budgeting and how it can fit within your overall financial goals
  • Access to early-bird pricing and discounts for upcoming events


This virtual event will take place from 6:30pm – 8:00pm (EDT). Please make note of your time zone.

And, in case you can’t make it, a recording of the workshop will be sent to ticket holders after the event and remain available until August 29th!

Meet Your Instructor

About Holly Trantham:

Holly has been with the TFD team since September 2016, and currently leads TFD’s editorial strategy and branded campaigns. In her free time, you can almost always find her devouring a romance novel or a slice of cake (or both simultaneously). She lives in Brooklyn with her husband and cat.

Meet Your Instructor

About Brian Walsh, CFP® Kendall Clayborne – Financial Planner at SoFi:

Kendall is a financial planner at SoFi and spends her time working with members one on one, leading financial education events, and engaging with the media on personal finance topics. Prior to joining SoFi, Kendall was part of the private wealth management group at Robert W. Baird & Co and she is a CERTIFIED FINANCIAL PLANNER™ professional.

Presented by:


About SoFi

SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our nearly three million members fast access to tools. SoFi membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. For more information, visit SoFi.com