Financial problems are the #1 source of arguments for married couples, may contribute to depression, can act as a major distraction, and is often the cause for a downward spiral in life.

If you want to have a long-lasting positive affect on your members, help them understand their finances. 

        w  How much of their budget should they allocate to food, clothing, and shelter?

        w Should they pay their credit card bills, their mortgage, or health insurance bills?

        w Should they add to retirement accounts, or save for their children's education? 

        w Should they open a ROTH? 

        w Should they donate to charity, or pay off their Equity Line of Credit?

Confused?

Here are some even harder questions to answer...

        w Where can they get information they can trust?

        w Should they listen to a stockbroker, or an insurance broker?

        w Does their accountant know best, or should they take the advice of the t.v. commentator we just listened to?

Financial Essentials offers the answers to all of these questions, and more, in our  fun, interactive and engaging workshops. These workshops will give your members an opportunity to get the financial education they need and deserve.

Perfect as guest speakers for:

    « Chapter meetings

    « Association gatherings

    « Networking meetings

    « Human resource or manager meetings

    « Teacher appreciation

    « Parent or volunteer appreciation functions

    « "Mommy" groups

    « Investment clubs