We offer customized educational presentations to employees of small businesses and other areas of the public. Classes include a 1-hour presentation followed by a Q&A session. Beginner subjects include budgeting and financial goal setting, debt management, investment basics, and more. Intermediate content may include investment account types, basics of taxation, financial planning, and portfolio construction techniques.  Workbooks for participants are provided and are included in the speaker fee. Single presentation packages start at $450. Prices vary with customization. Please inquire for more details.

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