Financial Planning Classes for Diverse Groups

I create and present customized workshops and classes on a range of personal finance topics to students, adult education learners, and corporate employee groups. I have delivered workshops to diverse groups who range from Ivy League MBA students to inmates in correctional facilities and many other audiences.

I offer workshops on the following topics:

  • Spending, Saving, and Budgeting
  • Saving for Retirement
  • Financial Planning During Retirement
  • “Finance 101” — Investing Your Retirement Savings
  • The College Financial Aid Process
  • Divorce and Money
  • Evaluating and Compensating a Financial Advisor
  • Financial Literacy for Teenagers

To read comments from previous students in my workshops, click here.

Do you want to learn more about these workshops?