Financial Planning Seminar
CNIV Financial Planning offers a free seminar called “Financial Planning for DIY Investors” to all DIY investors who wish to understand the financial planning process for themselves and their families. The seminar is offered online a few times a week.
This flexibility allows you to participate from anywhere. We provide free e-workbooks/handouts and other informational material. A typical ninety-minute session includes a mix of education and highly interactive Q&A sessions, ensuring you feel engaged and involved.
The topics include
1. Why consider financial planning?
2. How & why to invest in stocks, bonds and other investments.
3. What to consider in insurance & annuities.
4. Taxation & estate planning overview.
5. Rules for the road on your DIY journey.
“Rules for the Road” is where I share knowledge and insights on investments and financial planning to help you avoid the most common pitfalls that DIYers make. It took me twenty-five years to gather that information and realize its value. You can have it in under ninety minutes.
Workshops & Corporate Events
CNIV Financial Planning offers workshops on the following topics for employers and organizations that wish to provide its employees and members with financial planning education. The topics include:
- Basics of Financial Planning
- Investment,
- Insurance,
- Retirement Income Options, including Social Security and Medicare,
- Basics of Educational Planning.
Our educational seminars and workshops are not just about information, they are about engagement. Whether conducted in person (around NJ) or online, we provide workbooks/handouts and other informational material. A typical session is 60-120 minutes long and includes a mix of education, training, and interactive Q&A sessions. To be interactive, we recommend a class size of 20-25 people.
Please contact us for a customized price quote.