Financial Essentials, LLC
Teaching Personal Financial Planning Skills
Unbiased Education - Not Sales
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Cheryl L. Bernstein, CFP
Founder

Private Functions
CHILL with Financial Essentials'
Exclusive Home Workshops
Choose your topic from any of the Workshops we offer
Host an exclusive Financial Education Home Workshop and receive two hours of fun and engaging, unbiased and candid financial education presented by independent certified licensed financial professionals FOR FREE
Invite 10 to 20 guests. For less than the price of most home party purchases, Financial Essentials will help everyone learn to take the mystery out of money, the fear out of finances and the insecurity out of investing in your most comfortable and secure environment – your home, with your friends and family
Learn important topics such as:
Understanding the Financial Markets
Mutual Fund Investing
Organizing and Managing Finances
Debt Management
Start an Investment Club
Love the confidence you will have from being financially aware and educated
