One service we are available to offer is to conduct educational workshops for businesses of any size and other organizations.  In our fast-paced world, often one of a family’s biggest stressors and challenges can be money, their financial situation, or wondering if they’re heading in the right direction. The workshops we conduct are educational in nature to give a broad overview of personal finances. Employees are more productive if they feel more confident in their futures, particularly in the area of their finances at home. Here are just a few components of what may be included in a workshop:
  •    A Financial EKG demonstration to view one’s financial health
  •    Introduction of the Macro Asset Perspective (MAP)
  •    The “Wonder” of Tax Deductible Investing
  •     An explanation of Annual Asset Reallocation
Please let us know if you’d like more information or would like to schedule a workshop. Give us the opportunity to customize this process for you and your organization.


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