Financial Education at Your Company Location

Would you like to have a non-biased personal financial education program at your company or association? Would you like to know more about strategies utilizing your existing company benefits for more employee participation in an educational setting? We deliver no-cost, no-obligation comprehensive personal financial classes that include financial planning topics such as cash flow management, tax planning, estate planning, risk management and asset management. We offer these classes modified to your company or association’s specific needs. These onsite workshops help you gain a better understanding of the actions you can take and the strategies you can implement to improve your personal financial situation without leaving the office.

It is important for any company or association to provide formal financial education. Why? Well, in today’s fast-paced environment with the Internet, magazines on every corner and even radio and TV, information flows so freely and frequently, many of us simply tune out as we become overloaded. Receiving education from qualified advisors and instructors can clear up the information for you enabling you to make sound financial decisions you could benefit from for the rest of your life.

As all our onsite workshops are modified to the specific wants and needs of your organization, please contact Brian Wood to find out more about our custom educational classes and workshops for your company or association’s needs.

Brian Wood
5920 Friars Rd, Suite 104
San Diego, CA 92108
619.814.4100