Financial Essentials, LLC

Teaching Personal Financial Planning Skills

Unbiased Education - Not Sales

 

 

     

 

Our How to Research and Select Stocks Workshop is an in-depth study of how to research companies to determine if they belong in your portfolio. 

This is a hands-on Workshop, where you will actually analyze a company, and learn how to "run the numbers."  Don't worry - you don't need to be a mathematical-whizz, the calculations are so easy, anyone can learn.

This is one of our few 4 hour workshops.

We recommend staring with our Understanding the Financial Markets and Investments Workshop.

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Cheryl L. Bernstein, CFP

Wendy I. Morgan, CPA