Whether you have an individual retirement account or are interested in a retirement plan for your small business/organization, ethical portfolios can be a part of saving for the future. Learn more about this new and exciting development within ethical investing in this introductory seminar.
The following choices are topics that Brian has previously spoken on. If you'd like to have Brian speak on a new topic that is not listed here, email us at firstname.lastname@example.org!
Basics of Financial Planning
This seminar can be specialized according to your audience. Potential topics include understanding 401ks, budgeting, saving, debt management, estate planning, etc. Great for beginners and those just starting to manage their finances.
What happens when you inherit a will, handle a trust, or want to leave a legacy behind for future generations? This topic covers these issues and others that fall under the transitional and life-changing event that is wealth transfer.