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