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FINANCIAL PRESENTATIONS

Join us for engaging presentations that last one to two hours, complete with a visually appealing PowerPoint, workbooks, and resource materials to enhance your experience. You can choose to attend in-person or via our convenient live streaming option Enjoy light snacks and refreshments while you learn and connect with others. We look forward to seeing you there!

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Presentation topics can be customized to your satisfaction and can be delivered to any size group. Topics include but are not limited to:

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  • Personal Credit - This presentation offers an overview of personal credit and repair Key topics include credit scores, utilization, bureaus, reports, and credit mix, along with strategies for debt reduction and loan consolidation. It will also address dispute letters and the Fair Credit Act.

 

  • Business Credit - Establishing a legally recognized business is crucial for success. This presentation will cover developing business credit, including open vendor accounts, state registration, obtaining a Federal Employer ID number, and listing with Dun and Bradstreet, along with setting business checking and savings accounts.

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  • Invest The Rest - This presentation provides a clear overview of financial investments, covering retirement accounts (IRAs and 401(k), stocks, bonds, and mutual funds. It aims to equip you with essential knowledge for informed investment decisions, whether you're a beginner or seeking to enhance your strategy.

 

 

  • Saving and Paying for College - This presentation is designed for students and their parents. It includes essential topics such as personal budgeting, student loans, interest rates, grants, scholarships, investments, interest-earning accounts, financial, work-study opportunities, and more.

 

  • Personal Budgets - This presentation covers everyday finance management. Topics include budgeting, the 50-30-20 rule, savings accounts, debt reduction, impulse spending, credit cards, consumer rights, emergency funds, and more.

 

  • Bank on It - This presentation outlines the banking industry, covering like managing a checking account, the importance of saving, installment loans, the FDIC, home ownership, online banking, and overdraft fees.

 

  • Real Estate Finance - This presentation covers the financial aspects of real estate investing. We discuss internal rate of return, return on equity, valuation, present value, monthly mortgage calculations, amort schedules, cash flow factors, and more.

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Visit the Contact Us section to book a presentation for your group!

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