Why Financial Education is Important
As a result of never ending tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language workshops conducted by Pearl Financial Literacy explain time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout your retirement years, our workshops help you plan your future with confidence.
By attending one of our workshops, you learn about the many options available to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risk and protect your assets from potential long-term health care expenses. Above all, our workshops show you how to assess your own financial situation and develop a personalized plan to achieve your financial goals.
The Difference between Education and Information
You can find trendy financial news almost anywhere that you look, but it is extremely difficult to interpret this information to make informed decisions and create a plan for your financial goals. Unlike some financial seminars that focus on a specific topic, our workshops are designed to deliver comprehensive and objective knowledge that you can easily apply to your own financial situation to help you see the "big picture." We examine many aspects of personal finance and how they work together to create an integrated financial plan. Our workshops are educational and non-commercial.
No specific financial products are discussed or sold. When it comes to an important subject like financial planning, it makes sense to learn from a reliable and trusted source.
Who Should Attend
Pearl Financial Literacy (PFL) has collaborated with community based organizations to increase the financial capabilities of those that they serve. We address the issues that pertain to government agencies, employees of corporations, as well as those who are self-employed. To this extent, interactive workshops have been developed for groups of 10-100 persons and specifically tailored for the needs of the organization. Topics include, but are not limited to:
- What is the Financial Planning process?
- The importance of Insurance
- How and what do I use to save for college?
- Two things in life are certain: death and TAXES!
- Will I be able to retire? How?
- Leaving a Legacy
PFL's mission is based on the belief that our customers' needs are of the utmost importance. We are committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
We would welcome the opportunity to earn your trust and deliver to you the best service in the industry!
We hope to see you again! Check back later for new updates to our website. There's much more to come!