The Junior Wall Street Parent Workshops
Live Financial Education for Your Family - Four 90-minute virtual classes led by Annaline Dinkelmann, former Morgan Stanley professional. Leave with an account opened, a workbook matched to your child, and a script for the first money conversation.
Why This Workshops Exists
Most parents want to teach their child about money. Most parents were never taught about money themselves. That is the gap this workshop fills.
The Junior Wall Street workbooks teach the child. The workshop teaches the parent - how to open the account, what to say in the first conversation, and how to handle the questions their child will eventually ask that they themselves were never given an answer to.
This is not a finance class. It is a parenting class about money.
- A custodial account opened in your child's name, with a starting balance
-
A workbook sequence matched to your child's current age
-
A script for the first money conversation, written down, ready for tonight
-
A clearer sense of your own money story and what you want to pass on
-
30 days of email access to Annaline for follow-up questions
What the Workshop Covers
The workshop runs ninety minutes, live, in small virtual groups of 8–12 parents. Annaline teaches. Parents ask questions in real time.
1. The Four Account Types
What a UGMA is. What a 529 plan is. What a custodial Roth IRA is. What a Trump Account is - and what to do about the one launching July 4, 2026. By the end, you know which account to open and why.
2. Opening the Account
Step-by-step. We do it together in the workshop. By the end, your child has an account that exists, with a small starting balance, in your child's name.
3. The First Conversation
What to say to your child when you tell them the account exists. The script is age-specific - different for a five-year-old than for a twelve-year-old. We rehearse it together.
4. The Workbook Sequence
Which Junior Wall Street workbook to start with, based on your child's age. How to pace it. What to do when they get stuck or bored.
5. Your Own Money Story
Before you can teach your child about money, you have to know what you were taught - and what you want to do differently. We work through this in the small group. Most parents don't see this part coming.
Who Should Take This Workshop
The Parent Workshop is for parents and grandparents of children ages 4–14 who want to teach the child themselves rather than outsource it to an app or a brokerage's free content.
✓ Right Fit
- You've just had a baby and want to open the right account
- You have a child between 4–10 and haven't started money education at home
- You've started a conversation with your child and run out of what to say next
- You've opened a custodial account but don't know what to do with it
- The Trump Account is launching and you want to understand it before you elect
- You're a grandparent wanting to open or contribute to a custodial account
✗ Not the Right Fit
- You only want a debit card for your teenager (Greenlight is fine)
- You only want investment advice for yourself (this is not financial advice)
- Your child is already in Teach Me Wall Street (they're already inside the program)
ⓘ
Roughly a quarter of workshop participants are grandparents. The content covers what to give a grandchild, how to coordinate with the parent, and how to use the workbook series during visits.
Who Teaches
Annaline Dinkelmann
Annaline teaches every workshop personally. Her credentials span two decades at the intersection of Wall Street and financial education.
Founder of Wall Street Walks (2008) and Teach Me Wall Street (2020). Featured on CNN International, Daily Telegraph, Newsday, and USA Today. Annaline is also the mother of a fourteen-year-old — the workshop content was built from her own questions as a parent, refined across hundreds of family conversations.
Format & Pricing
Live Virtual
90-minute live session in small groups of parents. Real-time Q&A with Annaline throughout.
Workbook Guide Included
A personalized workbook sequence matched to your child's age, ready to use immediately after the workshop.
30-Day Email Access
Direct email access to Annaline for thirty days after the workshop for follow-up questions.
Recording Included
A full recording of the workshop sent to you for later review at your own pace.
⚠
Roughly a quarter of workshop participants are grandparents. The content covers what to give a grandchild, how to coordinate with the parent, and how to use the workbook series during visits.
Frequently Asked Questions
What is the Junior Wall Street Parent Workshop?
Do I need to take the workshop to use the Junior Wall Street workbooks?
What ages is Junior Wall Street for?
How long is the Parent Workshop?
"Before you can teach your child about money, you have to know what you were taught about money — and what you want to do differently."
— Annaline Dinkelmann, Founder, Junior Wall Street
