We'll teach your members the strategies that can enable them to get out of debt faster than they ever thought possible, including their mortgage, without spending one penny more than they're already spending.  No eating rice & beans, no cash envelopes, no materials to purchase, just straightforward, practical strategies that they can stay on track with.

Our flagship presentation, this class has a flexible delivery format allowing 4-10 hours of instruction to be presented in two or three-day sessions.  This course will help attendees to make sound financial decisions that can lead to retirement independence.

Help your members put their children through college without jeopardizing their retirement savings.  Ideally suited for parents of college-bound high school students.

Shorter presentations on a variety of financial topics including:

• Principles of Preserving Wealth
• Investment Strategies for Retirement
• Protecting Those Who Matter Most
• Managing Your Lifestyle
  Retirement Plan Distributions
• 5 Smart Investing Strategies
• Tax Strategies
• Wealth Management 101
• Moments That Matter