Financial Education Class
Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! The education industry doesn't teach a whole lot about finances; and the financial industry doesn't provide a whole lot of education! I am a huge advocate for bridging this divide. This presentation will provide you with some FREE, sound education on how money works, and what you should lookout for in your investment plans.
Although this service is geared towards retirement savings, I'll show you how you can save for a tax-free retirement. Some basic principles will apply to other types of personal investment methods as well.
Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation…with money you never knew you had! I believe that budgeting in your personal finances should make more of the money in your current budget. Do more with the money you already have!
This 'Money 101' class is not a sales pitch - I promise!
Training & Qualifications
I am an economist, financial educator. I hold the proper personal and professional experience to be qualified to provide this service.
Availability & Preferences
Let me get on your schedule!