Educational Presentations
Part of making smart decisions with your money involves becoming better educated on the financial areas that impact you the most. We have a full lineup of educational, interactive and enjoyable workshops that can help you and your organization improve their financial literacy. Some of our most popular workshops include:
- Saving for Retirement
- Education Planning
- Personal Finance
- Investing Concepts
- Estate Planning
- Planning for Health Care in Retirement
If you have a financial topic your group would like to learn about, we can tailor a one time presentation or a series of workshops of any length to help them learn basic principals and practices. All without any sales pitch or pressure.