Free Seminars

FREE 'LUNCH AND LEARN' SEMINARS

Any one of these FREE seminars can be put on at YOUR LOCATION.  They are all packed with useful information that will help you or your employees enrich your families' financial well-being.  Everyone in attendance will be provided a 'Info. Packet' reiterating the important points covered free of charge so that they may be able to share this with their spouse and family at home.  Some of the topics available to you or your company are:

'Credit Scoring 101 and Identity Theft'

In this seminar you will learn:

1. Exactly what does go into a credit score.
2. How to quickly increase your credit score.
3. How to easily avoid the most common pitfalls in the credit scoring system.
4. Protect yourself from the latest and scariest source for 'Identity Theft'.

'Strategic Equity Planning'

(Will you be 'Equity Rich' and 'Retirement Poor'?)

In this seminar you will learn:

1. How and why the rules of money have changed
2. The three rules to any prudent investment
3. The key principals to planning for:

• Kids college fund
• Unforeseen catasrophe
• And most important, Retirement

'DISC- Personality Profiling'

In this seminar you will learn:

1. The four different personality type characteristics
2. How to quickly determine which personality type you are working with
3. How to best deal with each personailty type to get the best results
4. How this knowledge can help with co-workers, clients and at home