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Financial Planning Seminars

Seminars for your Financial Planning Clients

The Rouse Companies' Financial Planning Seminars achieve your desired results because they are strictly educational in nature, not sales seminars or product presentations.

We offer a variety of seminars to meet everyone's needs, and we also offer alternative delivery media.

When seminars are not possible or practical, The Rouse Companies provides new methods for communicating the value of your important employee benefits. We can help capture your audience with powerful solutions that include:

Workshops on video

  • On-line financial education support and employee benefits
  • Discussion groups
  • Teleconferencing
Motivational, educational and life changing.

Our 1-hour Financial Planning Seminar is an overview that increases each individual's awareness of his or her personal responsibility for planning and managing personal financial resources.

Our 3-hour seminar offers an in-depth, module by module curriculum.

Our 6-hour seminar will teach participants how to create a comprehensive financial plan built on the foundation of a life focused approach to planning.

The Financial Planning Seminars integrates LifeFocus software into the educational process. In all cases, participants leave the seminar with an increased sense of direction, confidence in their ability to take control and a better awareness of how to achieve the financial goals they have set for themselves.

 

Special Programs for Your Corporate Clients

We can also develop specialized workshops to assist you in working with employees of a corporate client.

We design a workshop experience that helps participants:

  • Evaluate the financial impact of their available options
  • Understand the financial ramifications of their decisions
  • Evaluate employer's benefits
  • Determine what is best for their personal situation

Putting all of the pieces together to take control of their entire financial picture.

Contact us for more information on our workshops.

 

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