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Workshops and Speakers

Personal Finance Employee Education Workshops increases employee productivity and retention for a low cost and high benefit to the Employer.

Send your request to: or call 480-563-9590 and ask for Marty or Valerie

Speakers Available to Organizations on Various Topics which Include but Not Limited to:

  • Understanding Probate, Trusts, Wills, Medical Directives and Powers of Attorney
  • Three General Rules for Successful Investing
  • Considering Retirement? What You Need to Know