Join us for a presentation on how you can have a more structured life using your planner and digital calendar in 2026 and beyond.
May Planner Workshop
Join us for our monthly planning session where we come together to get organized, budget, and set our goals for the upcoming month! This month, we're meeting on April 26, 2026 at 2 p.m. to prepare for a successful May.
Whether you're a seasoned planner or new to the process, this event is the perfect opportunity to:
- Get Your Budget in Order: Let's tackle our finances and set realistic goals.
- Organize Your Planner: We'll guide you through setting up your planner for the month ahead, including key dates, to-do lists, and goals.
- Hold Each Other Accountable: We believe in the power of community and support, so we'll be checking in on each other's progress and sharing tips for staying on track.
Bring your planner, your goals, and your positive energy—let's make May a month to remember!
Join us for a presentation on how you can have a more structured life using your planner and digital calendar in 2026 and beyond.
May Planner Workshop
Join us for our monthly planning session where we come together to get organized, budget, and set our goals for the upcoming month! This month, we're meeting on April 26, 2026 at 2 p.m. to prepare for a successful May.
Whether you're a seasoned planner or new to the process, this event is the perfect opportunity to:
- Get Your Budget in Order: Let's tackle our finances and set realistic goals.
- Organize Your Planner: We'll guide you through setting up your planner for the month ahead, including key dates, to-do lists, and goals.
- Hold Each Other Accountable: We believe in the power of community and support, so we'll be checking in on each other's progress and sharing tips for staying on track.
Bring your planner, your goals, and your positive energy—let's make May a month to remember!
Good to know
Highlights
- 2 hours 30 minutes
- In person
Refund Policy
Location
3441 South Blvd
3441 South Boulevard
Charlotte, NC 28209
How do you want to get there?
Agenda
-
Welcome & Introduction
*Introduction by Ramah *Overview of the event and what to expect *Brief background about Ramah and why she's passionate about planning and goal-setting *Attendees introduce themselves *Light chatting and networking *Grab snacks and drinks
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Financial Overview & Planner Setup
*Review bank statements, credit card statements, and money apps *Identify how to locate and keep track of bill due dates and minimum payments *Discuss where to write down key financial information in your planner
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Monthly Goal Setting
*Discuss and brainstorm goals for June. *Discuss where to place personal and professional goals in your planner and questions you can ask yourself to come up with goal if you don't yet know your goals.