Fast-Paced Presentations on Financial Literacy and Retirement Planning
Workshops that target retirees, veterans, and non-profit organizations
Financial Wellness starts here
The 5 Core Competencies of Financial Literacy
How to Create Your Own Personal Financial Strategy
Risk and Asset Allocation
The 5 “L’s” of Retirement
The 5 Key Threats to Retirement Income and How to Plan Ahead
Past presentations include: American Legion Conferences, World Bank, Veterans and Active-Duty Military Groups, Federal Agencies, Churches, Women’s organizations, Schools.
Say Hello!
It would be so great to hear from you. Please send Judy a message!