Our Services

We offer personal finance education for individuals and organizations.

Our services focus on unbiased education. We do not employ or collaborate with financial advisors, insurance agents, or brokers.

Our preference is to develop long-term relationships in which we deliver high-quality, unbiased education to participants. 

Education for Individuals Undergraduate Medical Programs Graduate Medical Programs PhD and Masters Programs Employers Conferences


Free Introductory Webinars

We’re delighted to offer free 45-60 minute introductory webinars. Our only requirement is that you arrange at least ten participants. 
Potential topics include any subject matter you encounter on this site. You may also suggest other topics and we will seek to accommodate as long as they fit within our mandate.

Please contact us to discuss further.