Workshop Request Form

Contact Information:

Name
Title
Organization
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
FAX
E-mail

Preferred Method of Contact:

Email
Phone
FAX

Total Number of Employees: 

Number of Employees to Attend Workshops: 

Desired Training Topics:

          FREE INTRODUCTORY WORKSHOP - Finding Hidden Money

Recommended Programs

"The Best Place to Start" Program (Paycheck Management, Debt Management, Organizing and Managing Finances, Retirement Planning, Financial Markets and Investments, Mutual Fund Investing)
"The Investors Choice" Program (Financial Markets and Investments, Mutual Fund Investing, How to Research and Select Stocks, Investment Club)
"Planning for the Future" Program (Retirement Planning, Saving for College, Estate Planning)
"The Emergency" Program (Paycheck Management, Debt Management, Retirement Planning, Investment in Mutual Funds)

"Total Money Control Workshop" (Debt Management and Paycheck Management combined into one workshop)

 

Individual Workshops
Paycheck Management
Debt Management

Retirement Planning
Organizing and Managing Finances
Employee Benefits
Financial Markets and Investments
Mutual Fund Investing
Saving for College
Steps to a Sound Financial Plan
Managing Your Investment Portfolio
Strategies for Your Tax-Advantaged Plans
How to Research and Select Stocks
Estate Planning
How to Choose Financial Professionals
Young Adults' Guide to Money
Tax Planning
Understanding Insurance and Annuities
Investment Clubs (set-up and mentoring)
Customized Programs to Fit Your Needs

Scheduling Preferences:

1 Hour Lunch 'n Learns (two days per workshop) Standard 2-Hour Format Extended Day Format

Preferred Workshop Start Time:

Morning Lunch Late Afternoon Evening Weekend Other

Desired Starting Month:

January February March April May June July August September October November December

Preferred Starting Date:

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Preferred Training Days:

Monday   Tuesday   Wednesday   Thursday   Friday   Saturday   Sunday

Other Needs: