These 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 are 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:
Retirement Planning
Developing a Written Financial Plan
Life/Disability Insurance
Getting Organized Financially
Budgeting
Student Loan Reduction
Building an Emergency Fund
College Planning
Consumer Debt Reduction
Business Planning and Risk Mitigation
Ideal Presentation Forums:
Companies
Small Group Presentations
Affinity Groups
Specialty Groups
Peer Groups
Partnerships
The Foster Victor team created a book club to encourage personal and professional growth throughout the year in a fun and collaborative way. We use core values as a guiding light by which to do business, and every quarter a book that promotes one of these values is selected. (humility, transparency, purposeful, high energy, collaboration, or gratitude).
At the end of the year, the team takes a survey for our “Book of the Year.” The 2024 Book of the Year is Unreasonable Hospitality by Will Guidara.
Will Guidara, a former co-owner of a 3-Michelin-Star Restaurant in New York, shares what he did to make their business stand out. Guidara states that their success was less about the food and more so the feelings the guest experienced at the restaurant. He calls this focused effort to going above and beyond “unreasonable hospitality”. The restaurant’s success just happened to be a side effect of those efforts.
The stand-out quote from the book was: “Intention means every decision, from the most obviously significant to the seemingly mundane, matters.” obviously significant to the seemingly mundane, matters.” At Foster Victor, we pride ourselves on this level of intention, knowing that every little puzzle piece helps create a larger picture. Unreasonable Hospitality challenges you to think critically about the little interactions that happen throughout the day and how we can use those little moments to show that we truly care.
Stop by the Foster Victor bookshelf today to get your copy!
“Unreasonable Hospitality is an incredible compilation of stories that highlight the impact of positive human connection. The author is an incredible storyteller! As he shares his experiences the reader can visualize the power of gratitude, enthusiasm and being fully present. This book will encourage you to reflect and think. This book will help you realize that it is cool to care. The act of making someone feel truly welcome is pure magic!”
FV Financial Solutions provides dynamic financial management solutions. We partner with entrepreneurs and high net worth individuals to develop strategies to maximize cash flow and clarity. Our ultimate goal is to provide organization, reporting, and peace of mind to the families and small businesses we serve.
Like many business owners, we’ve learned to value data and analytics in making complex decisions. Identifying trends and maintaining meticulous records provides meaningful insight as we lead our small business clients. Built on a framework of our past experiences, our expertise allows our team to help guide business owners on making the best decisions for their customers, their enterprise, and their families.
