Pricing - Financial Road Map Workshops

Basic	This package is suitable for:		Fee
Looking for an entertaining, informative speaker for your group’s next event? We offer a 1 hour presentation on the financial topic of your choice.	>	Corporate Lunch and Learns	Complimentary for groups of 10 or more.
	>	Professional Organizations
	>	Social Groups
	>	Service Clubs
	>	Seniors Associations

Enhanced A 3-4 hour educational, interactive workshop that includes highlights from our entire Learning Event Series. Sessions can be arranged as consecutive one hour sessions or a full half day event.	>	Corporations looking to educate their employees	Negotiable based on # of modules requested. $150.00 per attendee per module. No minimum. Pre-ordered Workbook additional $50.00 - includes access to online resources.
	>	Breakout sessions for Conventions and Expositions
	>	Social, Professional and Community Organizations

Elite A series of 3-5 interactive workshops that walk participants step-by-step through the fundamentals of budgeting, debt management, income protection, wealth creation and estate preservation. By the time the series is complete, participants will have a comprehensive Financial Road Map and action plan to achieve their financial goals.	>	Corporations looking to enhance their employee benefits package (now their pay cheque comes with an instruction manual)	$495.00 per participant – minimum 10 attendees including workbook and access to all online resources.
	>	Individuals and groups that want to advance their financial education

Keynote Speakers Whether it’s your local chapter or your national convention, our professional speakers make death and taxes fun, as they guide your members through issues of retirement and estate planning, family wealth transfer and creditor protection.	>	Conferences & Conventions	Please contact us for a quotation.
	>	Executive Meetings
	>	Business Symposia
	>	Cruises