Workshop For Hire
If you are an organizational leader and looking for strategies that will lead to increased confidence and productivity of your staff or key stakeholders, consider hosting a financial seminar on a topic that may be creating financial anxiety and concern.
Effective education and coaching increase staff productivity and effectiveness.
The most popular topic areas include:
Positioning Yourself for a Successful Retirement
Developing your Legacy Plan using Wills, Trusts, Powers of Attorney and Avoiding Estate Administration Pitfalls
Helping Aging Loved Ones - Financial Implications and Important Conversations
Smart Investment Strategies - Linking your Investment Plan to your Life Plan
Foster Health to Enjoy Your Wealth
Navigating Life Transitions - Psychological Framework and Financial Implications
Contact us to start a conversation on creating customized training experiences for your team!