Workshops

Customized Presentations for:

  • School Administrators, Teachers & Staff
  • Law Enforcement
  • Business Owners/Entrepreneurs
  • Non-profit Organizations
  • Churches
  • Medical Professionals
  • Certified Public Accountants
  • Attorneys
  • Real Estate Brokers/Agents

Most Popular Workshop Topics:

  • CalSTRS/CalPERS & Social Security
  • Financial Wellness
  • Retirement Readiness
  • College Preparation and Savings
  • Financial Literacy 101
  • Kai-Zen Plan/Premium Financing

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