Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

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Home                About Us                   Live Workshops                Contact Us
Corporate Training

Unions

Organizations

Private Functions

Investment Clubs

Teachers

Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA

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

 

      What is a Financial Essentials Education Workshop?

Finally!! Financial Education Without Product Solicitation

Finally!! Financial Education Without Product Solicitation