We are happy to work with your company or group to create a custom financial presentation based on your interests and needs. 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:
Ideal Presentation Forums: