COMMUNITY SERVICE

We present topical and lively investment seminars that de-mystify the world of investments. Please feel free to contact us with your request for a seminar for your group.

Example WorkshopTopics:

PLAN NOW...RETIRE WELL

An interactive workshop that teaches how to safely grow your assets for retirement.  We review how to create a household budget and an investment plan. We also discuss the various types of investment accounts and asset allocation guidelines. Finally, we get down to the nitty gritty of how much money you will need in the investment pot on day #1 of your retirement.

MONEY GURUS: FRIENDS OR FOES

An interactive workshop that teaches participants the similarities and differences between the various types of financial professionals. We review conflicts of interest, fees charged, legal responsibilities, and designations.

ASSETS 101

An interactive workshop that teaches participants the basics of stocks, bonds, mutual funds, exchange traded funds, and hedge funds. We learn how simplicity beats complexity and the meaning of Wall Street jargon.

 
 
 
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