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Pathways to Financial Confidence
SESSION INFO
Wednesday, March 4, 2026
8:00 AM - 9:00 AM
Session Type: Workshop
This session will provide practical financial literacy for those who want to feel more confident about everyday money decisions—no matter their career stage. Financial stress doesn’t clock out when you do, and with rising costs, family responsibilities, and retirement on the horizon, many professionals need a clear plan that fits real life. Through guided reflection, interactive polling, and real-world scenarios, participants will assess their current “money season,” identify what may be pulling their finances off track, and apply simple strategies to stabilize cash flow, strengthen savings, and make progress on debt. Officers and leaders are not expected to be financial experts, but they should have a personal money framework that supports their goals and protects their future.
By the end of the session, participants will have:
• identified at least one financial behavior to strengthen
• selected one action to complete within 30 days
• created a personal roadmap for building financial confidence—now and into retirement.
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SESSION PRESENTERS
Holly Reid
Financial Educator, The Master Playbook
Holly Reid is an award-winning author, speaker, and Certified Financial Education Instructor® dedicated to helping her audiences manage their finances as responsible stewards. She is the founder of The Master Playbook™, a financial education and wellness company which has educated thousands of people through her book, Teach Your Child to Fish: Five Money Habits Every Child Should Master, Money Camps for Kids & Teens, and curated workshops for organizations who serve parents and college students using sound financial principles, practical tips, and her personal experiences.
As a personal finance advocate, Holly is on a mission to motivate, inspire, and help families break the cycle of paycheck to paycheck living and create a legacy worth leaving. Holly’s philosophy is grounded in the basic principles of living debt-free, saving for the future, and investing wisely. She believes each person has the power to create a healthy financial future and is equipped to meet people where they are on their financial journey.
Holly is a Certified Public Accountant and finance professional with over 15 years of experience. She has been recognized for her work to address the wealth disparity in her community and has been quoted in major publications including Forbes, CNBC Make It, Parent Circle, AARP, Go Banking Rate, and more. An Atlanta native, she enjoys peach cobbler, Motown Classics, and traveling with her husband.
Learn more about Holly Reid and the work she is doing to help close the financial literacy gap at www.TheMasterPlaybook.com
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