MONEY MATTERS

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PAPER OR PLASTIC?

  • DISCUSSION OVERVIEW: You probably answer this question at least once a day: debit or credit? There is a psychology behind paying with cash, which tends to be perceived as being more painful than a credit or debit card transaction. This factor may lead to more impulsive spending. 
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn ways of tracking your spending habits and learn how to minimize your credit card debt, by using paper instead of plastic.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate.
  • SPEAKER OPTIONS: Financial Planner, Wealth Management Advisor.

AVOIDING TAX BITES

  • DISCUSSION OVERVIEW: A local expert talks about minimizing tax liabilities while planning for a second financial future. Interesting, effective and legal!
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn expert tax advice and tips that you can use to help secure your future.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate.
  • SPEAKER OPTIONS: Tax Preparation Specialist.

INVEST OR SAVE?

  • DISCUSSION OVERVIEW: From basic savings accounts to stocks and bonds, we’ll provide you with the information to make knowledgeable decisions for a sound financial future.
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn everything you need to know about a living trust and how it can benefit you and your family.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate. 
  • SPEAKER OPTIONS: Financial Planner, Wealth Management Advisor.

MORE MONTH THAN MONEY?

  • DISCUSSION OVERVIEW: Are you like the so many of us…too much month left over at the end of the money? Worksheets and helpful budget tips will steer you right!
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn everything you need to know about a living trust and how it can benefit you and your family.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate.
  • KEYNOTE SPEAKER: KEYNOTE SPEAKER OPTIONS: Personal Trainer, Fitness Center, Gym, Health Coach.
  • SPEAKER OPTIONS: Financial Planner, Wealth Management Advisor.

DOLLARS & SENSE

  • DISCUSSION OVERVIEW: Many of the issues in the workplace stem from personal finance concerns. Troubled personal finances are a major distraction, dragging on a person’s health, relationship and productivity. And the direct costs of fixing financial problems are staggering. Lift morale and enhance job satisfaction by giving your employees more take-home pay...without disturbing your bottom line.
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn important money management techniques, so that you take home more at the end of the day.
  2. Learn strategies for savings not spending.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate.
  • SPEAKER OPTIONS: Financial Planner, Wealth Management Advisor.

FUNDING EDUCATION

  • DISCUSSION OVERVIEW: Learn what you need to know before the college years. Our experts will show you how to fund a college education with a minimum of strain on the family budget.
  • LEARNING OBJECTIVES: At the end of this session, participants will be able to do the following: 

  1. Learn ways to start planning for college education so that you will be prepared to “foot the bill” when the time comes.

  • DURATION: 60+ minute seminar based on corporation’s request.
  • DELIVERY METHOD: Instructor-led workshop + interactive demonstrations.
  • AUDIENCE: Everyone/ Minimum 15 registrants to participate.
  • SPEAKER OPTIONS: Financial Planner, Wealth Management Advisor, Educational Services, Financial Aid Advisor.