Education Seminars

Financial Preparedness and Education Seminars

We work with companies and groups alike to create a custom financial presentation, based on employee interest and need.  Our presentations can help individuals stay financially focused and learn the steps needed to be prepared for retirement.  As the uncertainty surrounding social security and pension plans grow, employers benefit by helping their employees create a vision for life now and in the future.  This will help ensure employees are maximizing benefits, avoiding financial stress, and not forced to work past their prime.  Our objective is to educate individuals on their financial goals and how to systematically reach them.

Our presentation topics can include:

  1. Retirement Planning
  2. Developing a Written Financial Plan
  3. Life/Disability Insurance
  4. Getting Organized Financially
  5. Budgeting
  6. Student Loan Reduction
  7. Building an Emergency Fund
  8. College Planning
  9. Consumer Debt Reduction
  10. Business Planning and Risk Mitigation

Ideal Presentation Forums:

  1. Companies
  2. Small Group Presentations
  3. Affinity Groups
  4. Specialty Groups
  5. Peer Groups
  6. Partnerships