Financial Education

Groups of any size can participate in engaging session through Lunch and Learns, Seminars and Webinars. There are currently three sessions available.

Five Principles of Financial Literacy – and how to make them work for you (1 hour)

A Fresh Approach to Budgeting using a Cash Flow Plan – Get more life out of the money you already have (1 hour)

Joyful Retirement Planning – Rules and Tools (2 sessions of 1 hour each, or one 2-hour session)

There is no promotion or solicitation of financial products.

Following the online webinars, registrants are entitled to an optional, personal financial planning consultation at no cost or obligation, and weekly individual coaching.

We offer flexible timing on all engagements, including evenings and weekends.

Contact us for a quotation for your company’s online webinars.