The world of personal finance is constantly evolving, and trying to stay abreast of developments can be challenging. Sometimes a group setting is a great way to learn new concepts, discuss current topics and debate strategies and philosophies.
We have a vast repertoire of presentations ready to present to your group, or we can customize material to meet your specific requirements. We are also happy to bring in other speakers with specific expertise in financial and non-financial matters.
Preparing for the Sandwich Years
Your Investments and Taxes
Investing in Volatile Times
Families and Money