The Corporate Lecture Series is designed to provide information on personal financial management to members of corporations, private and non-profit organizations, professional associations and schools. The Seminar Program is an opportunity for individuals to learn the financial building blocks that have never been taught in school or at home. The presentations are entertaining and easy to understand.
Every question is answered.
The Investment Workshops provide a hands-on approach to allow participants to create their own solutions using worksheets that are explained and filled out during the session. There is active participation in the group and questions are encouraged. Any suggested financial topic can be developed into a workshop. Real Financial Journal can be distributed and used in conjunction with the presentation. Many times, employees need more than a seminar or workshop to help them in life planning decisions.