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

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…

Let us know if you would like for us to come out to you, a minimum of 10 adults, teens welcomed too. 20-30 max per session.


  • How to pay off debt
  • How to best prepare for retirement
  • How to make and keep a family budget
  • How to increase your cash flow
  • Basics of financial planning
  • Building wealth
  • Preserving wealth
  • Wills and trusts
  • Insurance services
  • Stewardship
  • Church Giving

How can we service you?   

 Practical Research and Help with Financial Services and Consulting

Contact us at or 


Helping Families and Small Businesses to be Properly Protected and Financially Stable…

Dr. Richard J. Krejcir

CA License 4030617

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

Create a website or blog at

Up ↑

%d bloggers like this: