Personalized Seminars

Seminars customized for you

Are you and your colleagues concerned about market swings, approaching retirement, or planning your will? Let us know your questions and interests and we can come to your next convention, or to your place of work or study, and present a customized seminar or workshop to your group, focused on the needs you have expressed.

Simple and easy to arrange

Our seminars and workshops can be given early in the day, at lunchtime, or after work, and they run anywhere from 45 minutes to several hours, depending on the subject. They are completely free, but require a reservation (at least 15 business days before the planned presentation date). Speak to your colleagues and let us know the subjects that interest you. We'll be pleased to respond to your request!

Examples of presentation subjects

  • Incorporation of professionals
  • Cash damming
  • Legal and estate issues
  • Retirement: psychological and financial aspects
  • Taxation basics
  • Customized financial workshops for young professionals
  • And much more...