We believe financial education helps people make better decisions. In our workshops, we teach financial and investing basics that everyone needs to know, and we make it fun as well as empowering. If you or your organization would like more information on any of our seminars, enter your information into the appropriate forms below or contact us here.
Customized Seminars for Bay Area Companies:
Customized seminars for Bay Area companies are designed to meet increased demand for education on smart investing and financial planning strategies. Each presentation is tailored to address specific concerns of working women and men and is geared around each company’s specific benefits and programs.
The seminar includes:
- Case study approach to explain financial planning concepts that directly apply to the audience.
- Playing an investment game to help attendees understand how different investing styles can affect returns.
- Discussion of appropriate savings amounts at different stages of life, investment types and approaches to meet goals and objectives.
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Investing involves risk including loss of principal. Investment strategies cannot guarantee a profit or protect against loss in declining markets and may not be suitable for everyone. Presentations are informational and should not be considered as personalized investment advice or recommendations.
You should consult a professional legal and tax advisor for your legal and tax advice needs.