Seminars & Workshops

Interactive Money Makeover Workshop

• Weathering the Economic Storm
• Creating a Financial Plan- That Works!
• Money and Emotions
• The How’s and Why’s of Loans in today’s market
• “Investing Innovations”
• 5 Key Financial Must Do’s for the new year.

 

Corporate Business Seminars

• Financial Business Plan and Marketing Development
• Retirement Planning
• Pension Planning
• Risk Management
• Self-Employment
• Non-Profit Fund Raising and Development

 

Workshops

(2 hours – Can combine for a 1/2 or full day seminar)
• The recipe for financial freedom
• Giving and contentment in God’s economy
• A plan for managing your resources
• Budgeting, credit busters & debt clean-up
• Saving & Investing
• Estate & Tax Planning
• Starting your own business
• Family – Financial Fitness Training
• College Students – Career and future financial plans
• Couples – Engagement Financial Preparation
• Marriage, Money and Teamwork
•  Seniors – A retirement plan check-up
• For Women Only – Financial Goals & Management
• Weathering Life’s Financial Storms
• Divorce Care

 

Engagement and Marriage

“THE FIVE FINANCIAL MATTERS THAT COUPLES REALLY NEED TO TALK ABOUT”

  1. Make your finances into building blocks (not stumbling blocks) in your marriage.
  2. Communicate  better about money decisions by learning your individual “Money Background” and the effects of the “Emotion of Money” as it lives out in your adult lives.
  3. Understand Important Biblical Perspectives of Finances
  4. Communicate your Financial Goals before you get married and throughout your marriage as you go through life phases.
  5. Creating a Financial Life Plan together


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Financial Consulting

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