Educational Events

Educational Events

  Steve and the team pride themselves on creating access to information for everyone. We work with individuals, business and non-profits to provide them the necessary literacy to make important financial choices. As a business investment consultant, we provide annual meetings to educate employees of the resources they have at their disposal and how to utilize them to their benefit. We have done educations at every level, for someone just learning what it means to have a retirement account to more in depth investment educations, teaching about wealth management and the stock market. Seminars can be more focused to a business specific benefits to a more broad topics depending on the employees wants and needs! 

In Person Seminars

In Person Seminars

  This is Steves favorite wheelhouse. Face to face interaction is something we are beginning to see more of come back since the start of the Covid-19 pandemic. Many companies are moving back to their offices since last year and getting back into having employee events in house. We love coming to employers offices and getting to spend time with the employees, we believe the best business practice is communication and client relationships, and this extends to our client businesses as well. Hybrid options are available as well, where were hold an event in-person and allow people to tune in to watch online. 

Virtual/Hybrid Webinars

Virtual/Hybrid Webinars

  While in-person seminars are  the most well known options of educational events, we know many businesses have busy employees who cannot come into an office, or simply don't need an office to be successful. This is why we offer a virtual option as well, through programs such as Zoom, WebX or Google Teams. Some individuals feel safer away from crowds and they shouldn't be excluded from financial empowerment. We also offer the ability to record virtual events for future use if an employer finds that helpful. Hybrid options are available as well where were hold an event in-person and allow people to tune in to watch online. If you need the webinar recorded for future use that can be arranged with the marketing team as well.