Interactive financial workshops with expert instructors and
individualized financial planning exercises Financial Finesse's Live Workshops make attendees active
participants in their own learning. Throughout the workshop, attendees apply their new knowledge to financial planning exercises
and real-life scenarios. When appropriate, participants walk away with a
personalized financial plan tailored to their specific needs.
Features and Benefits:
Variety of topics available - Topics include debt and cash management,
investing/financial planning, planning for college, retirement planning, estate
planning, home buying, tax basics, stock options and asset allocation.
Interactive financial planning exercises - Participants learn to apply financial concepts to improve their financial situation.
Actionable information - Take-away worksheets to encourage action in
attendees' financial life. View sample worksheet.
Customizable - Workshops can be easily customized to incorporate the
specifics of your company's financial benefits plan.
Marketing support - Financial Finesse will provide promotional flyers
and e-mails to market workshops to attendees. View sample flyer.
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