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 Retirement 101
When it comes to retirement, let's face it, people just aren't prepared financially. This workshop is designed to cover the basics in such a way that people of all ages will benefit. Young people will be motivated to start saving and older people will be given the action steps necessary to set their golden-years on track.
Topics include:
- The New Realities of Retirement
- The Dream of Financial Independence
- How to Reach Your Goals
- Weaving a Sturdy Safety Net
- Taking Charge of Your Company Plans
- Managing Your Investments for a Lifetime
- Keeping It All in the Family
 Investing 101
With so many investment choices today, it is understandable that people can easily become over-whelmed and therefore, make poor investment decisions. This workshop will cover the basic elements of diversification, asset allocation, time horizon, and risk tolerance. After completing this class, participants will have the knowledge necessary to make sound investment decisions relating to the basic investment of their 401k and similar investments.
Topics include:
- Understanding Your Choices: Stocks, Bonds & Cash
- Determining Your Tolerance for Risk
- How to Diversify Your Investments
- Why is Asset Allocation so Important
- Smart 401k Investing
- Monitoring Your Investments for long-term success
 Wealth Building 101
In school, we were taught reading, writing and arithmetic, and then we learned some technical skills related to our job. None of this education, however, taught us anything about making money! This workshop focuses specifically on how to make money now and build wealth over your lifetime.
Topics include:
- Money, How do you feel about it?
- Why Goal Setting is so Critical
- How to Save 10% of Every Dollar You Make
- Protecting the Golden Goose
- Steps to Reduce Debts Today
- Avoiding Costly Financial Traps & Pitfalls
- Plugging the ‘Leaks' in Your Finances
Dollars and Sense Workshops
View this workshop for High School Students.
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Bottom-Line, What Does It Cost?
Choose the Package that is right for you (these are flat prices, there are no extra fees; the e-advice service is a very important value-ad, since people always come up with their best questions AFTER the workshop):
One Workshop……………………………………………………………………………$995
Includes customization based upon your company benefit plans, and 30 days free e-advice for your employees to receive financial advice via e-mail.
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Two Workshops………………………………………………………………………….$1,495
Includes customization based upon your company benefit plans, and 3 months free e-advice for your employees to receive financial advice via e-mail.
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Three Workshops …………………………………………………………….........……$1,795
Includes customization based upon your company benefit plans, 6 months free e-advice for your employees to receive financial advice via e-mail, and a free, one hour, one-on-one financial consultation for each of your employees.
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Discounts are available at certain times of the year and in special circumstances. Call today to see when the next special offer will be or to see if you qualify for a reduced fee due to special circumstances.
Pay Only After the Workshop, And When You Feel Fully Convinced That Your  Employees Have Benefited. Otherwise, You Don't Pay!
YES, this is a gutsy, money-back guarantee. You won't find this offer from any other financial educator in town. I am so sure of my ability to deliver a high-quality educational event for you, that I am taking ALL the risk – so you don't have to.
- Meet with me face-to-face; let me give you a sneak-preview of my money management workshops.
- Hire me to teach one or more workshops for your employees.
- Obtain feed-back from your workshop participants and see how they have benefited.
- If you discover that my workshops aren't everything I said they would be, then you don't owe me a dime. No questions asked. No hard feelings, either.
Why Such A Generous Guarantee?
It's my way of assuring you that – in the remote possibility that you feel that your employees have not benefited – you won't have to pay for something you can't use. I am purely ‘performance based', and if you can't honestly benefit from what I teach or advise, I don't want your money. It's that simple.
However, you'll never know until you try. That's why I'm allowing you to host my workshop, get participant feed-back, and validate my concepts – beyond any question – not that they merely can help your employees financially, but that they do help your employees financially. If they don't, you're not out a dime.
I can't possibly be any fairer. Please don't wait. Call today (707) 576-8700, to schedule a meeting!
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