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Financial Workshops by ECOS Financial Solutions - Saturday Morning

ECOS Financial Solutions
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Endorsed by Curators:
Nov 30 10:00AM - 12:00PM

I facilitate FREE Personal Finance workshops twice a week and by appointment:

Wednesdays at 7:00 pm till 9:00 pm

Contact for Saturday Dates at 10:00 am till 12:00 pm

By appointment - at our office or your office or in your home

Every week I present three to four different personal financial topics. Totaling nine in all. We complete two topics per workshop except Workshop 5. Workshop 5 takes the entire class time. You can finish the series in five Wednesdays or Saturdays or even faster if you attend twice a week. Also, you can take the workshops in any order, do not worry about starting in the middle of any classes.

The Workshops are FREE and all books and materials provided!

If you cannot make it on Wednesdays or Saturdays, suggest a day and time, and I will work with you to get you the education.

Also, if you own a business or work for a company that could benefit from offering Personal Finance workshops to all employees, I will come to your place of employment and teach for FREE.

Please take advantage of the opportunity and join us in our National Campaign for Finacial Literacy educating 1 Million by 2020.

Workshop Topics:

Workshop 1:

1. Increase Cash Flow

2. Debt Management

Workshop 2:

3. Building a Strong Financial Foundation

4. Proper Financial Protection

Workshop 3:

5. Building Wealth

6. Asset Accumulation

Workshop 4:

7. Retirement Planning

8. Wealth Preservation

Workshop 5:

9. Building a Business


Other Available classes:

College Planning

Trusts, Wills, and Advance Directives

Long-term Care

Funeral Concierge

What is the best "AGE" to file for Social Security?

Important Disclosures

Information presented should not be considered specific tax, legal, or investment advice. You should always seek the counsel of the appropriate advisor before making any investment decision. All investments are subject to risk, including the loss of principal.

No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from any investment adviser representatives, affiliates or any other investment professional.

Check the background of any firm on FINRAs BrokerCheck.

Upcoming Events

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Endorsed by Curators:
Financial Workshops by ECOS Financial Solutions - Wednesday Evenings

Financial Workshops by ECOS Financial Solutions - Wednesday Evenings

Dec 12 7:00PM - 9:00PM
I facilitate FREE Personal Finance workshops twice a week and by appointment: Thursdays at 7:00 pm till 9:00 pm Saturdays at 10:00 am till 12:00 pm By appointment - at our office or your office or…
 
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Endorsed by Curators:
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Endorsed by Curators:
How to become an Insurance Agent - ECOS Financial Solutions "Saturday"

How to become an Insurance Agent - ECOS Financial Solutions "Saturday"

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