Financial Finesse's award-winning workshops provide participants with hands on, interactive forums where they can learn to apply critical financial concepts to their own lives. Our workshops have been huge drivers for increasing retirement plan participation, paying down debt and living within a budget, funding college expenses, and improving participants' financial lives overall.
- All workshops are conducted with on-staff Certified Financial Planner™ professionals with more than 10 years of experience in financial planning.
- Participants walk away with a personalized financial plan that they can use to achieve their own personal financial goals.
- Workshops are branded to your organization with a seal of approval from Financial Finesse indicating the content is unbiased
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Available workshop topics include:
- Personal Financial Basics (getting out of debt, budgeting, saving and investing)
- Achieving Your Dream Retirement
- Retirement Readiness for Pre-Retirees
- Retirement Security for Retirees
- Investment Basics
- Asset Allocation
- Tax Basics
- Buying A Home
- Estate Planning
- College Education Planning
- Financial Planning
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