Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region and Online Webinars.

Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed.

These seminars are done at churches, community and civic groups from the late 80’s onward. Now, we have been rebooted, better than ever with improved up-to-date information that you need to know.

This will be no sales or even products offered, rather purely educational. Similar to others who charge $200 to over $2,500 for this. People have been asking us to do them again, so here we are back and ready.

We are part of the Schaeffer Institute researching church trends on stewardship. We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need. We do this personally in the greater LA, CA area and online worldwide. Our free seminars are about how to pay off debt, prepare for retirement, making a family budget, cash flow, financial planning, building wealth, preserving wealth, wills, trusts, insurance services and much more…