Services
thegoodlife Financial Workshops and presentations offer a practical approach to managing personal finances. We offer workshops and presentations that are designed to help people master their daily financial lives. We believe this is achieved by creating balance between spending, saving, and investing for future goals. In other words, we teach people how to live the good life!
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thegoodlife financial workshop offers practical advice on how to create and maintain balance between spending,saving, and investing for future goal. Learn more about our most popular workshop. |
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Our services include : |
thegoodlife financial education services include:
Coaching- participants can receive on site individual
and confidential assistance with financial
concepts and practices covered in our workshops.
Pinpoint presentations- A 30 - 60 minutes focused
group session on a specific financial
topic.
Customized education programs- Have concerns that you would
like to address for your
employees or clients?
Some common concerns:
• Low participation in retirement plans
• Morale and productivity low due to personal financial problems
• Repetitive requests for cash advances or assistance
• Requesting 401k loans for non-emergencies
• Want to assist achievement of financial goals within current salaries
Let's discuss your concerns and create something that meets your company’s
needs exactly!