What We Do

All educational services and resources are provided free of charge with no obligation to our students.

Our instructors are experts in their fields who have significant experience working with people who asked the same questions and needed the same information as you. There are never any commercials, trial subscriptions, merchandise sales or any other gimmicks in our seminars or private instruction and we make no references to any specific companies or products. The information we provide is universal for all students and independent of any particular product or business in any related industry.

Public Seminars

As an introduction to our services, we offer free public seminars in financial literacy along with supporting online content. Although primarily taught at local schools and universities, we also present seminars in hotel ballrooms, theaters and other public venues. Please see our list of upcoming events and register for any seminar that is most convenient.

Private Instruction

Once you attend one of our public financial literacy seminars, we can follow up with free private instruction in all of our subject matter areas, either in person or online. Your instructors may vary depending on your needs, so please be specific when requesting more information or scheduling your appointment. We want to make sure you get in touch with the right person.