Investing Basics

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Read our list of Workshop topics, choose one that you want your organization to learn about, and we will come to you for FREE!

Taking Control of Your Finances: A Plan to Reduce Debt and Build Savings

What’s the difference between good debt and bad debt? Why should Americans be saving more? How can someone build savings while paying down credit card debt? How do I begin an investment program? These and other questions are answered in this presentation.

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Yes, You Can Raise Financially Aware Kids

This workshop’s purpose is to inform you of how you can raise financially aware kids. You can prepare them for the future that is to come. From ages 3-18 we can help you connect your family and be proactive about your family’s finances.

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