Seminars & Workshops

 

General Audiences

  • Balancing Lifestyle and Budget: Your Guide to the Spending Plan

  • Modern Money Aggressive Debt Elimination

  • How Creating Multiple Streams of Income can Make Your Money Work For You

  • Accumulate Now and Reap the Benefits Later: The Importance of Saving NOW

  • Money and Relationships: Why you should Discuss Money in Your Relationships and how to Work Together as a Team

  • The Money Mindset

  • Emotional Money: Emotional Financial Decisions and Why Money Decisions Should be Mathematical and Strategic in Nature

  • Retirement Planning Now: The Earlier the Better (Includes education around retirement accounts)

  • The ABCs of Investing

  • Ask a Financial Advisor: Open Q&A Session (A Favorite!) *Can be combined with other Workshops

  • Raising Modern Money Kids: Set Your Kids Up for Financial Success

  • Family Planning from Baby to College and Beyond

  • Starting a Business: Preparing Financially to Go Out On Your Own

Approaching Retirement

  • Getting Ready to Retire: Here’s What You Need To Know

  • Creating an Income in Retirement: Here’s What You Need To Know

  • Beneficiaries, a Will, a Trust: Basics You Should Know Now

Corporate & Small Business

  • Be Your Own CFO

  • Using Your Employer Benefits to Create a Strong Financial Foundation

  • Retirement Planning Now: The Earlier the Better

  • The ABCs of Investing

  • Ask a Financial Advisor: Open Q&A Session (A Favorite!)

  • *Can be combined with other Workshops

Children & Youth Topics

  • Money Advice I Wish I would Have Known at Your Age: What to do and what not to do in College and beyond

  • Planning For College Expenses the Smart Way

  • The Important Difference Between a WANT and a NEED

  • Money Habits to Start Now: How You Can Start Saving as a Kid (Teen, Teenager, etc.)

  • The Basics of Investing for Kids (Teens, Teenagers, High School, College, etc.)

  • What is The Meaning of Financial Freedom?

  • Raising Modern Money Kids: Set Your Kids Up for Financial Success (For Parents & Teachers)

  • Compound Interest and Why It’s Important To You