About Our Financial Educational Workshops

Are you or your employees less focused on work and more worried about their financial situations?

The American Psychological Association's Stress in America 2012 Survey¹ shows that the top source of stress for Americans is money. Suggestions for relief? Identify financial stressors, make a plan, and seek professional support.

What is the goal of our informational workshops?

Our proven financial seminars are designed to provide a solid understanding of a wide range of financial topics so that physicians and medical professionals are better equipped to address their personal financial challenges. Real financial issues are discussed and solutions are presented in a framework that often motivates individuals to act on their financial matters.

Will my physicians and employees be subjected to a “sales pitch”?

Absolutely not! Our workshops are strictly informational and no specific products will be recommended.

A Win-Win-Win Proposition

No cost to provide financial seminars

• Increase employees' understanding of their financial situation

• Less financial stress usually equates to a more harmonious work environment

• Lunch provided

Attendees Win

• Convenience; seminars scheduled onsite

• Learn in a positive, low-key group environment

• Access to quality information from reputable source

• Complimentary personal financial consultation offered

We Win

• Increased clientele and exposure with an important client group